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

Connect with the recruiter managing this role


Salary £28000 - £32000

Recruiter Managing This Role

Monday to Friday


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 …

Established for over 14 years, our client has a foundation of offering advice to both local and UK wide clients, no matter the size of their investments / portfolio. As their background is Investment Managers, the advice offered is more than the usual IFA firm and has a focus on growth strategy for clients monies.



– 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



– Previous experience working as a Paraplanner within an IFA environment

– High level of technical knowledge

– Excellent administration skills and report writing ability

– Recent experience of working in a similar role

– Ability to prioritise tasks and manage own workload


A diploma isn’t a necessity for this vacancy, however, being Diploma qualified will result in a larger starting salary.


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



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Application For Paraplanner