Heat Recruitment
11 May 2017
10 Jun 2017
Contract Type
Full Time

A team of highly experienced Wealth Management professionals are looking to recruit a talented Paraplanner to ensure that their clients continue to receive technical and quality support with their financial planning. You will play a key role in ensuring that clients receive technical support and in-depth fact finds. You will have the opportunity to work with experienced professionals who pride themselves on developing staff and providing a working environment that nurtures personal development.

The company will work with you to develop your business skills, as the firm strives that all employees live up to the code and ethics of a chartered firm.


You will be required to analyse a client’s circumstances, objectives, and existing financial planning arrangements to prepare an appropriate recommendation for discussion with the adviser

Undertaking whole of market research, as required, on all areas of the market, including pensions, investments, and protection, both on a client-specific basis and as part of regular reviews of the market place

Provide high quality technical, administrative and research support to the advisers

Provide input to the Research Manager on the suitability of new systems or procedures

Assist in the development of less experienced members of staff


Previous experience working within a similar role within a firm providing Wealth Management advice

Level 4 Diploma qualified (not required but beneficial) or a desire to work towards

Good time management and the ability to organise and prioritise workload

A high level of analytical capability with good communication skills and attention to detail, as well as the confidence to interact with clients and providers at all levels

Synonyms: Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner

If this specific vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.