Chartered Paraplanner
Job in
High Wycombe, Buckinghamshire, HP13, England, UK
Listed on 2026-07-01
Listing for:
Recruit Wealth
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Reporting, Financial Analyst, Financial Compliance, Financial Services
Job Description & How to Apply Below
We are looking for a Chartered Paraplanner to join our High Wycombe regional hub.
The RoleAs a Paraplanner you will support Financial Planners and ensure clients receive the highest standard of advice and service.
Your responsibilities will include:- 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.
Ideally you will have:- 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
We are passionate about investing in our people and supporting long-term careers within financial planning.
Benefits include:- 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
Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
Search for further Jobs Here:
×