Director/Senior Recruitment Consultant - Financial Services - South West & Wales

We are working with a highly successful, well-established Investment Management and Financial Planning practice, renowned for delivering complex and holistic financial planning to high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. They are now looking to recruit an experienced/Senior Paraplanner to join their close-knit, high-performing team.

Role

This is a technically challenging and highly rewarding paraplanning role. You will work closely with the Head of Wealth, helping to manage a book of clients and delivering high-level paraplanning support.

Responsibilities

• Producing detailed technical analysis and complex financial plans
• Handling sophisticated client cases (beyond templated reports)
• Supporting client relationship management and engagement
• Contributing to process improvements and potential team leadership over time

Qualifications

• Minimum of 5 years’ experience in a paraplanning role
• Strong knowledge of pensions, investments, and holistic financial planning
• Chartered status or working towards it
• Proficiency with Voyant and FE Analytics
• Experience managing complex cases, implementing processes, or mentoring others
• Confident and clear communicator, able to work directly with clients
• Detail-oriented, fast-paced, and focused approach

What’s on Offer

• Salary between £50,000 – £60,000+ (potential flexibility for exceptional candidates)
• Discretionary bonus scheme
• Flexible and remote working with only 1 day per quarter in the London office
• Opportunity to work in a collaborative, intelligent, and highly supportive team environment

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Finance and Sales