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Thank you for your application for Paraplanner. You will receive an email with confirmation of your application. Good luck!

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Salary £25000 - £40000

Recruiter Managing This Role

Monday to Friday (Hybrid working)

Are you looking for an opportunity to join an established firm, with opportunity to grow and develop its more senior positions?
Perhaps you feel a lack of support In your role?
Or simply looking for a change?

If any of the above are true, then this role should be of interest …

With over 25 years experience in the market, the client has a foundation of offering advice to both local and UK wide clients, no matter the size of their investments / portfolio. Having developed a reputation in the region for being a business that gives back, having been involved in various charities and regularly sponsoring events etc – there is peace of mind knowing you are joining a firm with the right values.


  • Preparing & implementing recommendation reports
  • Completing applications
  • Researching suitable solutions and carrying out due diligence on recommended products
  • Working closely with Advisers to ensure a professional and efficient relationship.
  • Review investment portfolios
  • Identify areas that need to be discussed at annual review e.g. IHT and retirement planning
  • Analyse investment funds


  • Diploma Qualification (Level 4)
  • High level of technical knowledge and experience working as a Paraplanner
  • Excellent administration skills and report writing ability
  • Recent experience of working in a similar role
  • Ability to prioritise tasks and manage own workload

If you are interested in discussing this role in more details contact Sam at Heat.


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Application For Paraplanner