Paraplanner

Job Role: Paraplanner

Recruit UK

Location: Warrington

Salary: £40,000- £50,000

Reference Number: 10191

The Opportunity

Recruit UK is proud to be partnering with a respected financial planning firm to recruit an experienced Paraplanner who will also play a key role in leadership, mentoring, and training within the paraplanning function.

This is an outstanding opportunity for a technically strong paraplanner ready to step into a senior position where you will shape processes, develop people, and drive advice quality across the business.

The Role

As a Paraplanner, you will combine high-level technical work with team leadership responsibilities, acting as a central figure between advisers, paraplanners, and administrative staff.

Key responsibilities include:

• Producing and reviewing complex suitability reports and technical advice
• Leading, mentoring, and training junior paraplanners and support staff
• Implementing and improving paraplanning processes and standards
• Acting as a technical point of contact for advisers
• Supporting case allocation and workflow management
• Ensuring regulatory compliance and best practice
• Contributing to the continuous improvement of advice delivery

Leadership & Training Focus

A significant part of this role involves developing capability across the team. You will:

• Deliver structured training sessions and coaching
• Support onboarding of new hires
• Share technical updates and regulatory changes
• Help build a high-performing paraplanning culture
• Identify development needs and progression pathways

About You

We are seeking a paraplanner who combines technical excellence with strong interpersonal and leadership skills.

Essential:

• Extensive paraplanning experience within a financial planning environment
• Level 4 Diploma qualified (or working towards Chartered status preferred)
• Proven experience handling complex cases
• Strong report writing and analytical skills
• Excellent communication and mentoring ability

Desirable:

• Previous leadership, supervisory, or training experience
• Chartered Financial Planner status (or progress toward)
• Experience improving processes or managing projects

Salary & Benefits

• Competitive basic salary of up to £50,000 (dependent on experience)
• Support towards chartered status
• Clear progression pathway into management or technical leadership roles
• Competitive holiday allowance, Christmas closure, and your birthday off
• Electric car through salary sacrifice scheme

Why Apply?

• Step into a genuine leadership role without leaving technical work behind
• Influence the development of a growing paraplanning team
• Work for a firm that values high-quality financial planning
• Excellent long-term career prospects

If you are an experienced Paraplanner ready to take the next step in your career, Recruit UK would love to hear from you.

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 Financial Planning firm in Warrington on a Paraplanner role.

Our commitment to you

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