💼 Full-Time Position

Technical Paraplanner

🏢
Heat Recruitment
📍 Wilmslow, England, United Kingdom
📍
Location
Wilmslow, United Kingdom
📅
Posted
June 22, 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

WILMSLOW

Salary Competitive TypePermanent WorkplaceOn-Site Ref89931

Recruiter Managing This Role

Paraplanner Job Description


Overview


We are seeking an experienced and detail-oriented Paraplanner to support Financial Advisers in delivering high-quality, compliant financial advice. The Paraplanner will be responsible for research, analysis, report writing, and ensuring recommendations align with client objectives and regulatory requirements.

Key Responsibilities


  • Prepare detailed suitability reports in line with FCA requirements



  • Conduct research and analysis across pensions, investments, protection and other financial planning products



  • Analyse client fact-finds and assess financial objectives



  • Undertake cashflow modelling and scenario planning



  • Liaise with p...