Paraplanner
other jobs Heat Recruitment
Added before 7 Days
- England,London,Greater London,Croydon
- Full Time, Permanent
- £40,000 - £45,000 per annum
Job Description:
Full job descriptionParaplanner
Location: Croydon
Salary: Up to £45,000 DOE
Working Pattern: Office-Based, Hybrid or Remote
Start Date: August 2026 (or sooner)
Hours: 35 hours per week
The Opportunity
An established and growing financial planning firm is seeking an experienced Senior Paraplanner to join their team in Croydon. This is an excellent opportunity for a technically strong paraplanner who enjoys working on complex financial planning cases and wants to play a key role supporting a team of 3-4 Financial Advisers.
The business is bringing a significant amount of its technical paraplanning work back in-house, creating an opportunity for someone who can add real value through high-quality research, analysis and report writing across a range of sophisticated client cases.
Key Responsibilities
*Supporting a team of 3-4 Financial Advisers with complex financial planning cases
*Conducting detailed technical research and analysis
*Preparing suitability reports and client recommendations
*Assisting with pension, investment, savings and taxation planning cases
*Undertaking cashflow modelling and financial planning analysis
*Liaising with advisers, providers and administrators where required
*Ensuring reports and recommendations are accurate, compliant and client-focused
*Contributing to the firm’s in-house technical expertise and paraplanning function
About You
To be considered, you will have:
*Minimum 4 years’ paraplanning experience
*Strong technical knowledge across:
*Investments
*Pensions
*Savings
*Taxation
*Previous experience producing high-quality suitability reports
*Experience using Intelligent Office (IO) – essential
*Experience using Dynamic Planner and/or PlannerPal – highly desirable
*Excellent report writing and research skills
*Strong attention to detail and a proactive approach
*A professional, hardworking attitude with a strong work ethic
What’s on Offer?*Salary up to £45,000
*Flexible working options – onsite, hybrid or remote
*Opportunity to work on technically challenging and rewarding cases
*Join a close-knit and collaborative financial planning team
*Play an integral role in the growth of the firm’s in-house paraplanning function
Apply Now
If you’re an experienced Paraplanner looking for a role where you’ll be trusted with complex work, have direct exposure to advisers, and make a genuine impact within a growing financial planning business, we’d love to hear from you.
Please note: Given the urgency of this requirement, candidates with short notice periods or immediate availability will be particularly welcomed.
Location: Croydon
Salary: Up to £45,000 DOE
Working Pattern: Office-Based, Hybrid or Remote
Start Date: August 2026 (or sooner)
Hours: 35 hours per week
The Opportunity
An established and growing financial planning firm is seeking an experienced Senior Paraplanner to join their team in Croydon. This is an excellent opportunity for a technically strong paraplanner who enjoys working on complex financial planning cases and wants to play a key role supporting a team of 3-4 Financial Advisers.
The business is bringing a significant amount of its technical paraplanning work back in-house, creating an opportunity for someone who can add real value through high-quality research, analysis and report writing across a range of sophisticated client cases.
Key Responsibilities
*Supporting a team of 3-4 Financial Advisers with complex financial planning cases
*Conducting detailed technical research and analysis
*Preparing suitability reports and client recommendations
*Assisting with pension, investment, savings and taxation planning cases
*Undertaking cashflow modelling and financial planning analysis
*Liaising with advisers, providers and administrators where required
*Ensuring reports and recommendations are accurate, compliant and client-focused
*Contributing to the firm’s in-house technical expertise and paraplanning function
About You
To be considered, you will have:
*Minimum 4 years’ paraplanning experience
*Strong technical knowledge across:
*Investments
*Pensions
*Savings
*Taxation
*Previous experience producing high-quality suitability reports
*Experience using Intelligent Office (IO) – essential
*Experience using Dynamic Planner and/or PlannerPal – highly desirable
*Excellent report writing and research skills
*Strong attention to detail and a proactive approach
*A professional, hardworking attitude with a strong work ethic
What’s on Offer?*Salary up to £45,000
*Flexible working options – onsite, hybrid or remote
*Opportunity to work on technically challenging and rewarding cases
*Join a close-knit and collaborative financial planning team
*Play an integral role in the growth of the firm’s in-house paraplanning function
Apply Now
If you’re an experienced Paraplanner looking for a role where you’ll be trusted with complex work, have direct exposure to advisers, and make a genuine impact within a growing financial planning business, we’d love to hear from you.
Please note: Given the urgency of this requirement, candidates with short notice periods or immediate availability will be particularly welcomed.
Job number 3942933
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...