Paraplanner

Paraplanner – Rotherham, South Yorkshire

Recruit Wealth is representing one of the UK’s fastest growing and highly regarded national Financial Planning names. The award‑winning business delivers a holistic client proposition across financial planning, wealth management, investment management and wider professional advisory services, supported by private equity and ambitious growth plans.

As a Paraplanner you will support Financial Planners and ensure clients receive the highest standard of advice and service. You will work closely with experienced planners to deliver high‑quality, personalised financial planning solutions.

• 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
• Diploma qualified and willing to study further
• 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
• 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:

Rotherham, South Yorkshire, United Kingdom
Salary: £38,000 – £40,000 per year
Job type:
Permanent
Posted: 01/06/2026