Chartered Paraplanner

Recruit Wealth is representing a fast‑growing national financial planning firm. The business offers a holistic client proposition across financial planning, wealth management, investment management and advisory services.

As a Paraplanner, you will play an integral role in supporting the Financial Planners and ensuring clients receive the highest standard of advice and service.

• Producing high quality suitability reports
• Conducting detailed research on financial products, providers and strategies
• Supporting Financial Planners with client reviews and ongoing planning needs
• Acting as a technical support contact for the financial planner and client queries
• Submitting applications to providers and managing documentation
• Maintaining accurate, compliant and well‑presented client records
• Ensuring all work is completed in line with FCA and internal compliance standards

You will be a technically strong paraplanner who enjoys being part of a collaborative and professional financial planning team.

• Previous paraplanning experience with financial advice
• Chartered qualified
• Experience with Intelligent Office, highly desirable
• Strong analytical and research skills
• Excellent attention to detail and organisational ability
• The confidence to manage multiple priorities effectively
• Outstanding communication and teamwork skills
• Strong IT skills including Word, Excel and Power Point

This business is passionate about investing in its people and supporting long‑term careers within financial planning.

• 25 days holiday + bank holidays
• Option to purchase up to 5 additional days holiday
• Your birthday off
• Quarterly paraplanning bonus scheme
• Annual salary reviews
• Full study support for professional qualifications, CPD
• Adviser Academy and clear career progression pathways
• Staff recognition and annual awards
• Hybrid/flexible working
• Private pension
• Life assurance
• Corporate eye‑care cover

Location:

High Wycombe, Buckinghamshire, United Kingdom | Salary: £55,000 – £60,000 per year | Job type:
Permanent | Posted: 01/06/2026