Technical Paraplanner (Remote)
other jobs Heat Recruitment
Added before 1 Days
- England,South West,Wiltshire
- Full Time, Permanent
- £45,000 - £55,000 per annum, inc benefits
Job Description:
Technical Paraplanner (Remote)
Wiltshire | Hybrid or Fully Remote
£45,000 – £55,000 + Quarterly Bonus
A well-established and forward-thinking wealth management firm is seeking an experienced Technical Paraplanner to join its growing team.
With over 30 years of delivering tailored financial planning solutions, the firm has built a strong reputation for supporting business owners, professionals, and private clients. You will be joining a collaborative and highly qualified team that places strong emphasis on quality, client outcomes, and continuous development.
The Role
Working closely with advisers, you will provide high-quality technical support, including:
*Preparing suitability reports and financial planning documentation
*Conducting research and analysing client information
*Supporting client reviews and recommendations
*Liaising with clients and internal teams
About You
*Level 4 Diploma qualified
*Minimum of 3 years’ paraplanning experience
*Strong technical knowledge and attention to detail
*Excellent organisational and communication skills
What’s on Offer
*Salary of £45,000 – £55,000 plus discretionary quarterly bonus
*Hybrid or fully remote working options
*Comprehensive benefits package including pension, life cover and wellness support
*Ongoing training and career development
This is an excellent opportunity for a paraplanner looking to join a professional and supportive firm with a strong reputation in the market.
Apply now for further details.
Wiltshire | Hybrid or Fully Remote
£45,000 – £55,000 + Quarterly Bonus
A well-established and forward-thinking wealth management firm is seeking an experienced Technical Paraplanner to join its growing team.
With over 30 years of delivering tailored financial planning solutions, the firm has built a strong reputation for supporting business owners, professionals, and private clients. You will be joining a collaborative and highly qualified team that places strong emphasis on quality, client outcomes, and continuous development.
The Role
Working closely with advisers, you will provide high-quality technical support, including:
*Preparing suitability reports and financial planning documentation
*Conducting research and analysing client information
*Supporting client reviews and recommendations
*Liaising with clients and internal teams
About You
*Level 4 Diploma qualified
*Minimum of 3 years’ paraplanning experience
*Strong technical knowledge and attention to detail
*Excellent organisational and communication skills
What’s on Offer
*Salary of £45,000 – £55,000 plus discretionary quarterly bonus
*Hybrid or fully remote working options
*Comprehensive benefits package including pension, life cover and wellness support
*Ongoing training and career development
This is an excellent opportunity for a paraplanner looking to join a professional and supportive firm with a strong reputation in the market.
Apply now for further details.
Job number 3631878
Increase your exposure to recruiters with ProJobs
Thousands of recruiters are looking for you in the Job Master profile database, increase your exposure 4 times with a ProJob subscription
You can cancel your subscription at any time.
metapel
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...