Paraplanner in Stamford, Lincolnshire

Paraplanner – Wealth Management

Stamford, Lincolnshire | Monday to Friday, 9:00am–5:15pm | Competitive salary dependent on experience

Are you an experienced Paraplanner looking to join a professional, supportive and growing Wealth Management team?

RecruitME is recruiting for a Paraplanner to join an established financial services business based in Stamford.

This is an excellent opportunity for someone with strong technical knowledge who can prepare high-quality Suitability Reports and support new and existing client business across investments, pensions, trusts and inheritance tax planning.

You will work closely with Independent Financial Advisers, senior colleagues and compliance professionals, helping to deliver accurate, efficient and fully compliant financial planning solutions.

What’s in it for you?

• Competitive salary dependent on experience

• Permanent, full-time position with Monday-to-Friday working

• Broad exposure across pensions, investments, trusts and IHT planning

• Support towards professional qualifications and continued development

• Long-term progression opportunities within Wealth Management

• Comprehensive employee benefits package

The Role

As Paraplanner, you will join the Wealth Management Support Team and report to the Compliance Manager and Head of Support.

Key responsibilities will include:

• Preparing clear, accurate and compliant Suitability Reports

• Processing new and existing investment, pension and financial planning business

• Supporting cases involving trusts, inheritance tax, protection and equity release where required

• Preparing annual client reviews and using cash-flow modelling tools to support recommendations

• Maintaining accurate client records and liaising with clients, advisers, providers and other industry professionals

• Ensuring all work complies with FCA regulations, internal procedures and industry best practice

• Providing technical and administrative support to Independent Financial Advisers

• Working closely with compliance colleagues and supporting additional project work when required

Throughout your work, you will ensure the client's interests remain at the heart of every recommendation.

About You

You will already have relevant experience within Wealth Management, financial planning or an IFA environment and will be confident preparing Suitability Reports.

You should have good knowledge of pensions, investments and broader financial planning, ideally with exposure to areas such as investment bonds, trusts, inheritance tax planning, protection or equity release.

You will ideally be Diploma-qualified or currently working towards a Level 4 Diploma in Financial Planning.

Experience using Intelligent Office, IRESS The Exchange or cash-flow forecasting software would be beneficial.

You will also need:

• Excellent written communication and strong report-writing ability

• High levels of accuracy, attention to detail and technical confidence

• A good understanding of financial services regulation and compliance

• Strong organisational skills with the ability to manage competing deadlines

• Confidence communicating with clients, advisers and product providers

• High levels of integrity, discretion and confidentiality

• A proactive, positive and collaborative approach

• Good Microsoft Office skills and a full UK driving licence with access to a vehicle

A relevant degree in finance, economics or law would be advantageous but is not essential where you can demonstrate strong industry experience.

Why Join?

You will be joining an established and highly regarded professional services business with a strong reputation for client care, technical excellence and employee development.

The business offers a supportive and collaborative working environment where professional qualifications are encouraged, high standards are recognised and employees are given the opportunity to build long-term careers.

This is a particularly strong opportunity for an experienced Paraplanner who wants broader technical exposure, continued professional development and the chance to progress as the Wealth Management division grows.

Apply Now

If you are an experienced Paraplanner looking for your next opportunity in Stamford, apply today for a confidential discussion.