Job Title: Paraplanner

Industry: Financial Services

Location: Nuneaton (Hybrid)

Salary: Up to £40,000

Reference Number: 10361

Recruit UK is working on an exciting opportunity for an experienced Paraplanner to join a well-respected wealth management firm at their office in Nuneaton.

As a Paraplanner, you will be responsible for providing technical support to Financial Planners and administrative staff, ensuring high-quality output and an excellent client experience.

Responsibilities:

• Research, analyse, and draft recommendation reports
• Obtain information, quotes, illustrations, and product details, and provide comparisons for analysis
• Produce market research reports for use by Financial Consultants, ensuring all investments remain up to date and competitive
• Review clients’ investment portfolios, including performance, asset allocation, and risk profiles

What’s in it for you:

• Salary up to £40,000 (dependent on skills, qualifications, and experience)
• Pension contributions
• 30 days’ annual leave
• Private medical insurance
• Hybrid working
• Strong benefits package
• Ongoing development and career progression opportunities

Skills and experience required:

• Minimum of 1.5 years’ experience as a paraplanner within an independent financial advice firm
• Level 4 Diploma is desirable, but candidates studying towards it will also be considered

Get in touch or apply online to find out more about this opportunity!

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.

Our commitment to you

• 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.