Paraplanner

3 weeks ago


Poole UK, Dorset, United Kingdom Heat Recruitment Full time

Role: Paraplanner

Location: Poole, Dorset

Salary: Up to £42,000


Home-based with travel to the Poole office for meetings (At least 1/2 times a month)


This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW individuals and financial services professionals across the UK they are the market leader in the industry and have been supporting their clients for over 30 years with their financial planning and investment needs.


Our client is looking for an experienced Paraplanner to support the successful financial planners of the business. You will have the opportunity to prepare suitability letters, reports and recommendations, as well as provide technical support to complex client queries. You will be working in a strong team-focused environment where you can develop your career within a prestigious firm.


  • 25 days holiday + bank holidays
  • 10% contributory pension
  • Private Medical Cover
  • 4x Life Assurance
  • Study support
  • Progression opportunities


What’s needed to be considered?


In order to be considered for this unique opportunity, candidates ideally have:

  • Level 4 Diploma qualified as a minimum
  • Previous experience within a fast-paced IFA practice as a Paraplanner
  • High level of analytical capability and good communication skills
  • The ability/experience of working from home
  • Experience with a range of software (e.g. IO/XPlan) and tools (e.g. FE Analytics, Voyant)


What's next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.


  • Paraplanner

    2 months ago


    Poole, United Kingdom Heat Recruitment Ltd Full time

    Role: Paraplanner Location: Poole, Dorset Salary: Up to £42,000 Home-based with travel to the Poole office for meetings (At least 1/2 times a month) This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW...

  • Paraplanner

    2 months ago


    Poole, United Kingdom Heat Recruitment Ltd Full time

    Role: ParaplannerLocation: Poole, DorsetSalary: Up to £42,000Home-based with travel to the Poole office for meetings (At least 1/2 times a month)This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW...

  • Paraplanner

    4 weeks ago


    UK, UK, United Kingdom mbf Full time

    ParaplannerLichfield - office basedSalary negotiable to around £45K plus company benefitsAre you an experienced Paraplanner looking for an exciting opportunity to grow within a dynamic and forward-thinking financial planning firm?We are pleased to be recruiting on behalf of our client, an innovative and rapidly expanding financial planning organisation,...

  • Paraplanner

    1 month ago


    Poole, United Kingdom Heat Recruitment Full time

    Role: ParaplannerLocation: Poole, DorsetSalary: Up to £42,000Home-based with travel to the Poole office for meetings (At least 1/2 times a month)This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW...

  • Paraplanner

    3 weeks ago


    Poole, United Kingdom Heat Recruitment Full time

    Role: ParaplannerLocation: Poole, DorsetSalary: Up to £42,000Home-based with travel to the Poole office for meetings (At least 1/2 times a month)This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW...

  • Paraplanner

    3 weeks ago


    Poole, United Kingdom Heat Recruitment Full time

    Role: ParaplannerLocation: Poole, DorsetSalary: Up to £42,000Home-based with travel to the Poole office for meetings (At least 1/2 times a month)This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW...

  • Paraplanner

    2 weeks ago


    Poole, United Kingdom Heat Recruitment Full time

    Role: Paraplanner Location: Poole, Dorset Salary: Up to £42,000 Home-based with travel to the Poole office for meetings (At least 1/2 times a month) This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations,...

  • Paraplanner

    3 months ago


    UK, UK, United Kingdom Ferguson Dean Full time

    A national IFA practice, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Knutsford. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a trainee adviser role in the firm though, to follow their defined career path, and as such they are...

  • Paraplanner

    4 days ago


    UK, UK, United Kingdom Eden Scott Full time

    Due to continued growth and expansion of their team a leading financial advice firm with an office in Edinburgh are recruiting for a paraplanner or senior paraplanner. Ideally experienced with diploma minimum, but for the right individual they could also develop them internally. In addition they are offering very flexible hybrid working, exam support and...

  • Paraplanner

    4 weeks ago


    UK, UK, United Kingdom Nigel James Associates Ltd Full time

    RoleNigel James Associates have partnered with a highly established and award-winning Financial Planning company based in London to recruit an experienced Paraplanner to join them. RequirementsDue to an internal promotion our client is seeking a Paraplanner to join one of their hubs to support a team of Financial Planners providing holistic advice to HNW...

  • Paraplanner

    5 days ago


    UK, UK, United Kingdom mbf Full time

    Paraplanner - Leading National Wealth & Investment Management OrganisationGuildford, hybrid, flexible workingSalary to £55,000 (potentially negotiable) - plus benefitsMBF Recruitment are delighted to partner with our respected client, a leading National Wealth & Investment Management organisation, to assist in their search for a Paraplanner to join their...

  • Junior Paraplanner

    2 weeks ago


    UK, UK, United Kingdom mbf Full time

    Mbf are working with a respected & award winning Independent Financial Planning organisation to recruit a Junior Paraplanner. Our client is dedicated to providing first class financial planning & investment management services to clients across the UK.Their team of professional are committed to delivering personalised and strategic advice, ensuring that...

  • Paraplanner

    1 week ago


    Liverpool, UK, Merseyside, United Kingdom Recruit UK | Certified B Corp™ Full time

    Recruit UK are working on an excellent opportunity for a Paraplanner position in Liverpool to join a leading Independent Financial Advice firm. They offer their high net worth clients a quality advice service. They are particularly focused on providing professional and impartial advice across the North West and Wales.My client is a leading Financial Advice...

  • Paraplanner

    2 weeks ago


    Preston, UK, Lancashire, United Kingdom Serata Search Ltd Full time

    Paraplanner28K TO 35K Basic, great benefits including 25 days holiday, flexible hours, pension and medical coverBased Preston city centre – free parking Our client is a small but very reputable IFA practice in Preston that have been established for many years and have an exceptional client base. The offices are lovely, and you’d be working with some...

  • Paraplanner

    5 days ago


    Guildford, UK, Surrey, United Kingdom Vision-FS Recruitment Full time

    Position: ParaplannerLocation: Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Salary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private medical + DIS + free parkingYOUR...

  • Paraplanner

    2 weeks ago


    Guildford, UK, Surrey, United Kingdom Vision-FS Recruitment Full time

    Position: ParaplannerLocation: Guildford, Surrey (3 days per week working from home)Minimum Requirements: Level 4 qualified; 2 years' paraplanning experience; Intelligent Office experience; Live near to GuildfordSalary/package: Up to £45,000 (depending on experience) + annual bonus + 25 days' annual leave + pension (5%, 5%) + study support + private...

  • Paraplanner

    2 weeks ago


    Poole, Dorset, United Kingdom Heat Recruitment Full time €42,000

    Role: Paraplanner Location: Poole, Dorset Salary: Up to £42,000 Home-based with travel to the Poole office for meetings (At least 1/2 times a month) This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW...

  • Paraplanner

    3 weeks ago


    Poole, Dorset, United Kingdom Heat Recruitment Full time €42,000

    Role: Paraplanner Location: Poole, Dorset Salary: Up to £42,000 Home-based with travel to the Poole office for meetings (At least 1/2 times a month) This is an award winning financial planning and investment company that has an excellent reputation within the industry. Specialising in proving a wide range of services to private clients, corporations, HNW...

  • Paraplanner

    3 weeks ago


    Stockport, UK, Greater Manchester, United Kingdom Ferguson Dean Full time

    A national DFM, a household name in the industry, are looking to recruit an additional paraplanner to join their team in Stockport. They have three financial planners and three paraplanners in the office at present. One paraplanner is moving to a different role in the firm though, to follow their defined career path, and as such they are looking for someone...

  • Trainee Paraplanner

    1 month ago


    UK, UK, United Kingdom JJ SEARCH LIMITED Full time

    SALARY: 30-35K depending on experienceThe Client An established and widely known Wealth Management firm running Discretionary Investment Portfolios.The Role The Trainee Paraplanner will work alongside experienced Paraplanners in actively supporting Wealth Planners in a succesful and highly reputable wealth management business. This role will offer the...