Paraplanner in Wales - Recruit Wealth

Recruit Wealth are delighted to be partnering with a leading national Financial Planning firm in their search for experienced home based Paraplanners.

This is a fantastic opportunity to join a well-known, award-winning and trusted brand that is experiencing fast and significant growth, backed by Private Equity and an ongoing acquisition strategy.

There has genuinely never been a better time to join the business!

The Opportunity

You will join a highly regarded national paraplanning team, playing a key role in supporting Financial Advisers through the delivery of high-quality, compliant financial advice.

Working closely with the Paraplanning Team Leaders, Adviser Support Managers and an already established team, you will be instrumental in producing suitability reports and providing technical guidance across a broad range of cases.

Key Responsibilities

• Prepare pre-approval documentation prior to report writing
• Ensure recommendations are fully researched and signed off by Compliance, Technical and Investment teams
• Produce accurate, compliant and timely suitability reports
• Carry out financial calculations (e.g. CGT, IHT, chargeable events)
• Support advisers in gathering and analysing client information
• Provide clear instructions to Client Administration teams
• Ensure all advice aligns with FCA and internal compliance standards
• Maintain strong internal and external communication
• Stay up to date with industry and regulatory developments

What We’re Looking For

• Proven experience as a Paraplanner within Financial Planning
• Strong working knowledge of suitability reports and FCA requirements
• Broad, technical understanding of financial products and advice areas
• Ability to write bespoke advice for complex cases
• Strong technical skills, including tax calculations
• Excellent communication and organisational skills
• Comfortable using Microsoft Office and back-office systems
• Level 4 Diploma qualified as minimum, advanced Diploma or Chartered highly desirable

What’s on Offer

• Highly competitive salary, up to £50,000
• 10% annual bonus
• Home based
• 28 days holiday + bank holidays
• Private Medical Insurance
• Death in Service
• Group Income Protection
• Medicash & Employee Assistance
• Private Pension
• Full support for further qualifications & CPD

Why Join?

This business is known for its exceptional staff retention, strong culture and genuine investment in its people. We have supported our client for many years and have seen first-hand the positive impact they have on individuals careers.

These are outstanding opportunities for Paraplanning professionals looking to progress within a leading national firm.

The business is looking to recruit as soon as possible, please apply to us here at Recruit Wealth for an immediate response.