Technical Paraplanner

Heat Recruitment

📍 Wilmslow, England, United Kingdom 💼 Permanent 🕒 Posted June 04, 2026

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Job Description

                Location
WILMSLOW
 Salary Competitive TypePermanent WorkplaceOn-Site Ref89931 Recruiter Managing This Role
Paraplanner Job Description

Overview

We are seeking an experienced and detail-oriented Paraplanner to support Financial Advisers in delivering high-quality, compliant financial advice. The Paraplanner will be responsible for research, analysis, report writing, and ensuring recommendations align with client objectives and regulatory requirements.
Key Responsibilities

Prepare detailed suitability reports in line with FCA requirements

Conduct research and analysis across pensions, investments, protection and other financial planning products

Analyse client fact-finds and assess financial objectives

Undertake cashflow modelling and scenario planning

Liaise with p...

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Job Details

Location Wilmslow, England
Job Type Permanent
Category Business Operations Specialists
Posted Date June 04, 2026
Application Deadline July 14, 2026