Paraplanner / Trainee Paraplanner – Hybrid

Salary: £30,000 – £50,000 (DOE)

Reference: 10259

Recruit UK are working with a growing, client-focused financial planning firm that is looking to appoint an additional Paraplanner or Trainee Paraplanner to support its close-knit team.

This is a fantastic opportunity for either an experienced paraplanner or an IFA Administrator looking to step up into paraplanning, within a business that values personality, client interaction and team collaboration. As a smaller firm, they are looking for someone who is self-motivated, proactive and comfortable working independently, while also contributing to a supportive team environment.

The Role

You will provide key support across the advice process, assisting with research, report writing and case management, while also having exposure to the client-facing side of the business. Everyone in the team plays a part in client relationships, so strong communication skills and a personable approach are essential.

Key Responsibilities

• Supporting advisers with research and suitability report preparation

• Assisting with client onboarding and ongoing case management

• Working across pensions, investments and financial planning cases

• Maintaining accurate client records and back-office systems

• Contributing to the client experience and relationship management

Candidate Profile

• Experience as a Paraplanner or IFA Administrator (looking to progress)

• Strong communication skills and a client-focused mindset

• Able to work independently and manage workload effectively

• Positive attitude with a team-oriented approach

• Qualifications beneficial but not essential

Salary & Benefits

• £30,000 – £50,000 depending on experience

• Hybrid working – 2 days in office, 3 from home

• 25 days holiday + bank holidays

• 5% pension contribution

• Flexible, supportive working environment