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Paraplanner

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Salary

£37,000

Location

Norwich

Job Type

Job Title: Paraplanner (Junior or Experienced Paraplanners along with Senior Client Administrators can apply)


Industry: Wealth Management


Location: Norwich


Salary: Up to £37,000


Job Reference: 9188


Job Description:

Recruit UK is working on an excellent opportunity for an experienced Paraplanner to join a respectable Wealth Management Company.

 

They are looking to hire for the long-term, so have an excellent benefits package, treat their staff well and are able to offer professional development and career progression opportunities.

 

They are actively seeking a Junior Paraplanner, someone who’s an experienced Paraplanner or a Senior Client Administrator who’s looking to step up and join their paraplanning team supporting their Financial Advisers.

 

Their paraplanners provide research and analysis and quality written suitability reports to support the delivery of first-class holistic financial planning.

 

The successful applicant will be required to provide Paraplanning support, working within agreed business objectives.


Key Accountabilities:

  • To provide technical and research support to the planners
  • To assist the support team and compliance department when required
  • Prepare suitability reports and summary of recommendations for processing team
  • Question the planner’s recommendations if applicable
  • Learn and maintain an understanding of firms centralised investment proposition
  • Ensure client records are maintained correctly on IO


Skills and experience required: Paraplanner

  • Paraplanning experience
  • Level 4 Diploma or 3 years plus experience without Dip Level 4
  • Senior Client Administrator


Benefits:

  • Salary Up to £37,000, dependent on experience
  • Private medical
  • Generous annual leave, plus bank holidays
  • Pension contribution
  • Career development
  • Long-term career progression opportunities


Skills and experience required:

Dip Fa or

  • Bachelor’s degree in finance, business, law, or a related field. A relevant professional certification (e.g., ICA Diploma in Compliance) is preferred.
  • Proven experience working in a compliance role within a financial services firm, preferably in an FCA-regulated environment.
  • In-depth knowledge of FCA regulations, regulatory requirements, and compliance best practices.
  • Strong analytical skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and collaboratively with cross-functional teams.
  • Proficient in Microsoft Office applications and compliance management software.
  • Ability to prioritize tasks, manage multiple projects simultaneously, and meet deadlines.

 

Not the perfect fit? Click here to explore the rest of my jobs in the area.


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 wealth management firm based in Norwich on a financial planning administration role.


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.

Apply Now

Jammal Khan

Senior Consultant Financial Services

[email protected]

07399 163967

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Personal data is defined by the General Data Protection Regulation (EU Regulation 2016/679) (the “GDPR”) as ‘any information relating to an identifiable person who can be directly or indirectly identified in particular by reference to an identifier’. Personal data is, in simpler terms, any information about you that enables you to be identified. Personal data covers obvious information such as your name and contact details, but it also covers less obvious information such as identification numbers, electronic location data, and other online identifiers.

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We will only store or transfer your personal data in the UK or elsewhere in the EU. This means that it will be fully protected under the GDPR.

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There is not normally any charge for a subject access request. If your request is ‘manifestly unfounded or excessive’ (for example, if you make repetitive requests) a fee may be charged to cover our administrative costs in responding.

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Contact us at [email protected]
Alternatively, you can contact us by writing to us at:
GDPR Compliance Officer
Recruit UK Limited
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Redcliffe,
Bristol,
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contact us at [email protected]
Alternatively, you can contact us by writing to us at:
GDPR Compliance Officer
Recruit UK Limited
1 Victoria Street,
Redcliffe,
Bristol,
BS1 6AA

Escalated Complaints
If you remain unhappy with the handling of your data, you can complain to the ICO.
Information Commissioner’s Office
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Water Lane
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SK9 5AF

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Any changes will be made available on our website recruitukltd.co.uk

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We intend to eliminate discrimination and encourage diversity amongst our workforce. Our aim is that our employees will be truly representative of all sections of society and each person feels respected and able to give their best.

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consultants, trainees, homeworkers and fixed-term staff and any volunteers or interns (referred to as staff).

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Use of the organisation’s grievance or disciplinary procedures does not affect an employee’s right to make a claim to an employment tribunal within three months of the alleged discrimination.

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Achieve your career goals

Once you have the knowledge, soft skills, practical skills, and qualifications needed for pursuing a career in Financial Planning, we will provide you with guidance toward a suitable path to follow to achieve your career goals.
 
You can confidently apply for job opportunities with a high-quality CV knowing exactly where you sit within the market with inside intel about salary expectations, buzzwords for specific leading firms and referrals from experts you will meet along the way. You will also have the opportunity to utilize the Financial Planner Life recruitment services, giving you further specialized advice and putting you forward for roles which align with your intrinsic values and career goals.
 
Don’t put it on hold, join the community today and discover your potential.
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Discover your path.

We understand that there isn’t a one size fits all approach to a career in financial planning, which is why we are here to make sure that you’re taking the right route into the profession.
 
We’ve calmed the process down so you can stay within your current company, start studying towards your qualifications and begin to get a real understanding of what the landscape of financial planning looks like in respect of your career.
 
Whether you have aspirations of being an employed adviser, running your own business or doing a more back-office focused role such as compliance, we can help guide and support you down the right path, matching your experience, your network and your intrinsic values.

Uncover your potential.

It starts with taking your qualifications and what we do within the community is support you to pass your qualifications first time. The Financial Planner Life community is all about supporting people’s different learning styles and taking into consideration life’s commitments such as finances, family and existing employment.
 
We believe in offering a personalised learning experience, which is why our program includes study support for industry-recognised exams. Our aim is to ensure that you are well-prepared to pass exams such as the CII-regulated diploma in financial advice, the CII Certificate in Mortgage Advice and the CII Certificate in Paraplanning.
 
Train to become a financial planner with the use of online resources, networking within the community with well-established professionals as well as frequent webinars and Q&As with Sam Oakes and industry-leading professional guests.
 
[Download the full academy prospectus here]

Connect with the Community

Welcome to the Financial Planner Life Academy where well-being, honesty and transparency are at the heart of what we do.
 
We’re here to support you on your journey into a career within the financial planning profession. Whether that’s administration, paraplanning, financial advice or even mortgage advice. Our expert trainers and community will support and educate you and train you to A, pass your qualifications and B, make the right decision about your first employment in the financial planning profession.
 
It could be going down the route of being restricted, or becoming an IFA, you may even have aspirations of running your own business! But what does that look like?
 
We understand that from the outside looking in, it can be daunting to find the correct route into the profession to become a financial planner. The Financial Planner Life Academy is completely independent, allowing you to connect with hundreds of financial planning professionals with different backgrounds, at all levels of experience.
 
You will learn all about the different options you can take, mentored by a diverse mix of professionals so you are equipped with the essential toolkit to be able to make an informed decision about your career path within financial planning.

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