Job Title: Paraplanner

Industry: Financial Services

Location: Farnborough

Salary: £40,000

Job Ref: 9635

Job Description:

Recruit UK are working on an excellent opportunity for a Paraplanner in Farnborough to join a well-established UK Independent Financial Advice firm. The successful candidate will be working within an established Paraplanning team, the key purpose of the role is to provide comprehensive paraplanning support to their Independent Financial Advisers.

You will be responsible for researching, analysing and compiling financial planning reports in conjunction with your advisers, ensuring compliance with both internal and external business quality standards.

Paraplanner- Role Overview

A Paraplanner supports Financial Advisers by handling non-client-facing tasks such as research, analysis, and preparation of financial plans and reports. This role requires strong analytical skills, attention to detail, and a passion for solving complex problems.

Key Responsibilities:

Review and assess client financial information and objectives
Identify gaps in Know Your Client (KYC) data
Analyse existing financial arrangements and recommend improvements
Research financial solutions using tools and software
Prepare clear, compliant reports and client communications
Maintain accurate, audit-ready client files
Ensure regulatory compliance and internal process adherence
Support team development through peer reviews
Continuously develop industry knowledge and personal skills

Ideal Candidate:

Knowledge of financial planning, products, and regulation
Detail-oriented with strong analytical and communication skills
Able to prioritise and manage workload independently
Skilled in Microsoft Office and financial planning software
Strong interpersonal skills with a team-oriented mindset
Working towards or holding a Level 4 Diploma in Regulated Financial Planning (CIIDipPFS preferred)
Degree-level education advantageous

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 are pleased to be working with a UK Wealth Management Firm in Farnborough 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.