Paraplanner

Heat Recruitment

📍 Warrington, England, United Kingdom 💼 Permanent 🕒 Posted June 23, 2026

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Job Description

                Location
Warrington
 Salary £37000 - £50000 TypePermanent WorkplaceOn-Site Ref89915 Recruiter Managing This Role
About the Role

We are seeking an experienced Paraplanner to support our financial advisory team. The successful candidate will prepare technical reports, assist with client reviews, and ensure all advice documentation meets regulatory and compliance standards.

This is an excellent opportunity for a detail-oriented, proactive professional to contribute to a busy and growing practice.

Key Responsibilities

Prepare suitability reports, annual reviews, and financial planning documentation

Assist advisers with research, technical analysis, and client documentation

Ensure all advice and reports comply with FCA regulations and firm standards

Maintain accurate client records and support administrative ...

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Job Details

Location Warrington, England
Job Type Permanent
Category Business Operations Specialists
Posted Date June 23, 2026
Application Deadline August 02, 2026