💼 Full-Time Position

Paraplanner

🏢
Heat Recruitment
📍 Bristol, England, United Kingdom
📍
Location
Bristol, United Kingdom
📅
Posted
June 08, 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

STOKE-ON-TRENT

Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref89852

Recruiter Managing This Role

Overview

We are looking for an experienced and detail-oriented Paraplanner to join a growing Financial Planning firm. You will work closely with Financial Advisers to provide high-quality technical support, research, and suitability report writing, helping to deliver tailored financial advice to clients.


Key Responsibilities


  • Preparing clear, compliant suitability reports across pensions, investments, protection, and estate planning



  • Conducting whole-of-market research and product comparisons



  • Cashflow modelling using tools such as Voyant, CashCalc, or similar



  • Reviewing fact finds and risk profiles to ensure accurate recommendations



  • Liaising with providers and platforms to obtain illustrations and technical i...