Paraplanner - Recruit UK : Job Details

Job Title: Paraplanner

Location: WorthingSalary: £40,000 - £55,000 (d.o.e)Employment Type: Full-time

REF: 9259

Are you a detail-oriented professional with a passion for financial planning? We are seeking an experienced Paraplanner to join our clients dynamic team. This is an exciting opportunity to work alongside financial advisers and the back office team to help clients to achieve their financial goals by delivering high-quality technical support and well-researched solutions.

Key Responsibilities:

• Conduct in-depth research and analysis on financial products and strategies
• Prepare detailed reports, including cash flow forecasts and recommendations
• Assist in the development of financial plans tailored to individual client needs
• Ensure all client documentation is accurate and compliant
• Support advisers in client meetings (if required) and manage follow-up actions

Key Requirements:

• Previous experience as a Paraplanner
• Strong knowledge of investment, pension, and protection products
• Ability to interpret financial information and present it clearly
• Proficiency in financial planning software (e.g., Voyant, XPlan, or similar)
• Relevant qualifications such as CII Diploma in Regulated Financial Planning (not necessary although desirable)

What We Offer:

• Salary up to £55,000 (depending on qualifications/experience)
• Continuous professional development and training opportunities
• A supportive, collaborative working environment
• Flexible working options, including hybrid working, holiday, pension and PMI

If you're passionate about making a meaningful impact in clients' financial journeys and are ready to grow with a reputable firm, we'd love to hear from you!

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 Advice firm based in Worthing on a Paraplanner role.

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.

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.