Part-Time Paraplanner (Homebased)
other jobs Heat Recruitment
Added before 4 Days
- Scotland,Midlothian
- Part Time, Permanent
- £45,000 - £52,000 per annum
Job Description:
Part-Time Paraplanner
Homebased (must be commutable to Edinburgh or Glasgow)
28 hours per week
Up to £52,000 full time equivalent + excellent benefits
Looking to build your career with a firm that genuinely invests in your future?
This is your chance to join a highly respected, award-winning financial planning and investment business that’s been supporting clients across the UK for over 30 years. Known for working with high-net-worth individuals, businesses, and financial professionals, they’ve built a reputation as a market leader and a great place to grow your career.
They’re now looking for a Paraplanner to join on a part-time basis to become a key part of their collaborative team. You’ll work closely with experienced advisers and support high-value clients, playing an important role in delivering a first-class financial planning service.
This is an opportunity to develop, learn, and progress within a business that actively supports your long-term career goals.
Key Responsibilities
*Gather and review client information; flag any gaps to advisers
*Conduct financial analysis and prepare reports
*Research suitable financial products and solutions
*Obtain quotes and comparisons within deadlines
*Align investment strategies with client risk profiles
*Draft recommendation reports for adviser approval
*Support ongoing client servicing (e.g. withdrawals, fund switches)
About You (Skills & Experience)
*Diploma in Financial Planning (CII) or equivalent (minimum)
*Strong understanding of financial planning and paraplanning processes
*Able to work independently and follow structured processes
*Good organisation, prioritisation, and multitasking skills
*Strong IT, report writing, and communication skills
Benefits include:
*Homebased working
*25 days holiday + bank holidays
*10% contributory pension
*Private medical cover
*4x life assurance
*Full study support towards Chartered status
*Clear progression pathways within the business
You’ll be joining a supportive, inclusive environment where your development is taken seriously, and your contribution is genuinely valued.
Homebased (must be commutable to Edinburgh or Glasgow)
28 hours per week
Up to £52,000 full time equivalent + excellent benefits
Looking to build your career with a firm that genuinely invests in your future?
This is your chance to join a highly respected, award-winning financial planning and investment business that’s been supporting clients across the UK for over 30 years. Known for working with high-net-worth individuals, businesses, and financial professionals, they’ve built a reputation as a market leader and a great place to grow your career.
They’re now looking for a Paraplanner to join on a part-time basis to become a key part of their collaborative team. You’ll work closely with experienced advisers and support high-value clients, playing an important role in delivering a first-class financial planning service.
This is an opportunity to develop, learn, and progress within a business that actively supports your long-term career goals.
Key Responsibilities
*Gather and review client information; flag any gaps to advisers
*Conduct financial analysis and prepare reports
*Research suitable financial products and solutions
*Obtain quotes and comparisons within deadlines
*Align investment strategies with client risk profiles
*Draft recommendation reports for adviser approval
*Support ongoing client servicing (e.g. withdrawals, fund switches)
About You (Skills & Experience)
*Diploma in Financial Planning (CII) or equivalent (minimum)
*Strong understanding of financial planning and paraplanning processes
*Able to work independently and follow structured processes
*Good organisation, prioritisation, and multitasking skills
*Strong IT, report writing, and communication skills
Benefits include:
*Homebased working
*25 days holiday + bank holidays
*10% contributory pension
*Private medical cover
*4x life assurance
*Full study support towards Chartered status
*Clear progression pathways within the business
You’ll be joining a supportive, inclusive environment where your development is taken seriously, and your contribution is genuinely valued.
Job number 3605181
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Company Details:
Heat Recruitment
Company size: 50–99 employees
Industry: Other
We are a team of Specialist Recruitment Consultants operating within the Information Technology, Financial Services, Legal, Sales and General Insuran...