💼 Full-Time Position

Paraplanner

🏢
Heat Recruitment
📍 Lymm, England, United Kingdom
📍
Location
Lymm, United Kingdom
📅
Posted
June 20, 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

LYMM

Salary Competitive TypePermanent WorkplaceOn-Site Ref89890

Recruiter Managing This Role

We are working with a well-established and growing financial planning firm that is looking to appoint an experienced Paraplanner to support its team of advisers.


This is a fantastic opportunity to join a professional, client-focused business where paraplanning is highly valued and plays a key role in delivering quality financial advice.


The Role


As a Paraplanner, you will work closely with advisers to provide technical support and ensure advice is compliant, accurate, and tailored to client objectives.


Key responsibilities will include:


  • Preparing suitability reports and recommendations



  • Conducting technical research across pensions, investments, protection, and tax planning



  • Analysing existing client portfolios and making recommendations


    ...