Paraplanner - Recruit UK : Job Details

Job Title: Paraplanner

Industry: Financial Planning

Location: Weston-Super-Mare

Salary: £35,000 – £45,000

Job Reference: 9775

Job Description:

Are you an experienced Senior Paraplanner looking to take the next step in your career?

Recruit UK Are recruiting for a technically skilled individual with proven experience in holistic report writing, covering investments, pensions, and IHT planning, to join a thriving wealth management company in Weston-Super-Mare. You’ll be joining a supportive team of admin and paraplanning staff alongside 5 advisers, in a business that values expertise and career progression.

Whether you’re an established Senior Paraplanner or ready to step up, there is a real opportunity here to develop further — including the potential to move into paraplanning management if that’s your goal.

What’s in it for you:

• £35,000 – £45,000 salary (depending on experience)
• 25 days holiday bank holidays
• Company pension & private medical cover
• Hybrid home/office working
• Free on-site parking
• Modern office complex with a friendly, professional atmosphere
• Genuine career development opportunities and progression path – at all levels

Skills and experience required:

• Experience as a Paraplanner, or having completed full suitability report writing duties in a Senior Administration role
• Strong knowledge of UK products
• Minimum Level 4 Diploma
• Exposure to IHT planning

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm in Leamington Spa, looking for a Paraplanner.

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach – career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.