Ready to make a bigger impact as a Paraplanner?
We are looking for an experienced Paraplanner to join Redwood Financial and become an important part of our growing Financial Planning team.
This is a new in-house role for Redwood.
Until now, we have worked with an external paraplanning provider. We are now bringing this expertise in-house so our Paraplanner can work closely with our Advisers and Client Relationship Managers, strengthen our technical knowledge across the team, and play a direct role in improving the quality and consistency of the advice we deliver.
If you enjoy getting into the detail, asking the right questions, and helping turn complex Financial Planning into clear, well-researched advice, this could be a great next step.
About Redwood
Redwood Financial is a family-owned Financial and Estate Planning business based in Whiteley.
We believe Financial Planning should feel personal, understandable, and reassuring.
Our Clients are at the heart of everything we do. We take time to understand what matters to them, explain complicated subjects in plain English, and build relationships designed to last for many years.
The same approach applies to our team.
Our Core Values of Trust, Pride & Passion guide the advice we give, the standards we expect and the way we work together.
We want people to enjoy coming to work, feel valued for their contribution, and know their expertise genuinely matters.
What you’ll be doing
As our Paraplanner, you will work closely with our Advisers and Client Relationship Managers to provide high-quality technical support across a wide range of Financial Planning cases.
Your responsibilities will include:
- Researching and comparing planning options, products and providers across Pensions, Investments, Inheritance Tax Planning, Protection and Equity Release.
- Clearly documenting your research, conclusions, and rationale.
- Preparing accurate, easy-to-understand suitability reports and supporting calculations based on each Client’s circumstances and the Adviser’s recommendations.
- Reviewing fact finds, existing arrangements and third-party information before cases progress.
- Spotting gaps, inconsistencies or missing information and raising questions with the Adviser when something does not quite add up.
- Working collaboratively with Advisers and Client Relationship Managers to manage priorities, handovers, and deadlines.
- Helping us continually improve the quality, consistency and efficiency of our reports and processes.
- Sharing your technical knowledge with colleagues and helping develop understanding across the wider team.
You will have administrative support for cases, allowing you to concentrate on the technical and analytical work where your experience adds the most value.
There is also the opportunity to develop into compliance work in the future if that interests you. This is an option for the right person, rather than an expectation of the role.
Who we’re looking for
You are likely to have around five years’ relevant experience, particularly working with Investment and Pension cases, together with a Level 4 Diploma in Financial Planning or equivalent qualification.
More importantly, we are looking for someone who takes pride in producing excellent work.
You will probably be someone who:
- Thinks methodically and pays close attention to detail.
- Enjoys researching and solving technical Financial Planning questions.
- Can turn complex information into clear, straightforward language.
- Takes ownership of their work and follows cases through properly.
- Is comfortable asking questions when information is incomplete or something does not make sense.
- Welcomes constructive discussion about the best outcome for a Client.
- Communicates clearly with the Advisers and colleagues who rely on your work.
- Enjoys being part of a close-knit team rather than working in isolation.
You may already be Chartered or be working towards Chartered status, but neither is essential.
We are equally interested in someone who wants to deepen their expertise and build a long-term career as a highly experienced Paraplanner.
What you’ll get from us
We want Redwood to be a place where people can build a long-term career and enjoy being part of the team.
You’ll receive:
- £47,000 to £55,000 salary, depending on your qualifications and relevant experience.
- 35-hour working week, Monday to Friday, 9.00 am to 5.00 pm, with a one-hour unpaid lunch break.
- A full-time role based at our Whiteley office.
- Free on-site parking.
- A generous holiday allowance.
- An additional day off for your birthday.
- Two additional family days each year.
- Increased annual leave from the January following your first year of service.
- Payment of relevant professional membership fees, such as the Personal Finance Society.
- Support with your ongoing CPD and professional development.
- Regular team activities.
- Summer BBQ and Christmas party.
- Complimentary refreshments and snacks in the office.
- Christmas and work anniversary gifts.
- A complimentary Will and Lasting Powers of Attorney for you and, where applicable, your spouse, excluding registration fees.
- Discounted Financial and Estate Planning work for friends and family.
Why this role is different
You won’t join an established paraplanning department and simply inherit somebody else’s way of doing things.
You’ll help us shape how paraplanning works inside Redwood.
You’ll have the opportunity to work closely with our Advisers, influence processes, share your knowledge and help us continually improve the experience we provide to our Clients.
If you enjoy having a voice, taking ownership, and being part of the wider business, this creates a very different opportunity.
Our recruitment process
We want our recruitment process to work both ways.
Of course, we want to understand whether you are right for Redwood. But it is just as important that you get a genuine feel for us, our culture, and the people you would be working with.
Our process is:
1. CV review and selection
We’ll start by reviewing your experience, qualifications, and background.
2. Get to know Redwood
Watch our short video from our Managing Director, Jasmine, about what it is like to work at Redwood.
At the end of the video, you’ll be invited to send us a short video in return.
Nothing overly polished is required. We simply want to get to know the person behind the CV.
3. Video or telephone conversation
You’ll then have an informal conversation with two members of our Leadership Team.
4. Face-to-face interview
Successful candidates will be invited to our Whiteley office for a face-to-face interview, which will include a technical assessment relevant to the role.
5. Meet the team
You’ll also have an opportunity to meet members of the Redwood team so you can get a proper feel for the people, environment, and culture before making any decisions.