Home-Based Paraplanner

Posted 17 February by Recruit UK
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Job Title: Paraplanner

Industry: Wealth Management

Location: Home-Based/Office in Peterborough

Salary: £28,000 - £33,000

Reference Number: 15137

Are you a paraplanner looking to join a fast-growing successful business? Then look no further!

Recruit UK are working with a firm in Peterborough looking for a paraplanner to join their team. The firm offers whole of market advice, using a combination of their expertise, in depth research and the latest technologies to formulate a financial plan with their client at the centre.

This role will be predominantly home-based but will require you to go into the office once or twice a month to check in.

The role will involve working closely with IFAs conducting product and provider research, data analysis, acting as a point of contact for clients and writing suitability reports.


  • Salary ranging from £28,000-£33,000 (depending on qualifications and experience)
  • Working from home flexibility
  • Long term career progression
  • Continued exam support
  • Death in Service
  • Pension contribution
  • Christmas shut-down

Skills and experience:

  • Level 4 Diploma Qualified (or working towards this)
  • Experience working in a wealth management firm
  • Excellent written and verbal communication skills
  • Professional yet personable

If this sounds of interest, please apply below!

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 Wealth Managers based in Peterborough 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 job 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.

Reference: 42044343

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