Paraplanner – High Wycombe

About the role

Recruit Wealth is seeking a motivated Paraplanner to join its High Wycombe hub. Working closely with experienced Financial Planners, you will help deliver tailored financial planning solutions and ensure a high standard of client service.

Key responsibilities

• Produce high‑quality suitability reports for client recommendations.
• Research financial products, providers and strategies in depth.
• Support Financial Planners with client reviews and ongoing planning needs.
• Act as the technical point of contact for planner and client queries.
• Submit applications to providers and manage related documentation.
• Maintain accurate, compliant and well‑presented client records.
• Ensure all work complies with FCA regulations and internal standards.

Required profile

• Technically strong paraplanner with a collaborative mindset.
• Previous experience in paraplanning or financial advice.
• Diploma qualified and willing to pursue further study.
• Experience with Intelligent Office is highly desirable.
• Strong analytical, research and organisational abilities.
• Excellent attention to detail and the capacity to manage multiple priorities.
• Effective communication and teamwork skills.

Required skills

• Intelligent Office
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint

What we offer

• 25 days holiday plus bank holidays, with the option to purchase up to 5 additional days.
• Birthday off.
• Quarterly paraplanning bonus scheme.
• Annual salary reviews.
• Full study support for professional qualifications and CPD through the Adviser Academy.
• Clear career progression within a fast‑growing financial planning firm.