💼 Full-Time Position

Paraplanner

🏢
Heat Recruitment
📍 Bath, England, United Kingdom
📍
Location
Bath, United Kingdom
📅
Posted
June 09, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Location

Bath

Salary Competitive TypePermanent WorkplaceOn-Site Ref89883

Recruiter Managing This Role

About the Role


We are looking for a motivated and technically capable Paraplanner to join a client-focused financial planning team. The role involves supporting advisers in delivering high-quality financial advice while ensuring compliance and suitability across all client recommendations.


Key Responsibilities


  • Prepare and manage client review packs, including portfolio analysis, risk assessments, and suitability documentation



  • Draft suitability reports for investment, pension, and retirement planning



  • Support advisers with advice qualification, ensuring recommendations are practical, compliant, and aligned with client objectives



  • Assist with new business processes, including client onboarding, documentation, and pro...