Technical Paraplanner

Heat Recruitment

📍 Woking, England, United Kingdom 💼 Permanent 🕒 Posted June 05, 2026

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Job Description

                Location
Woking
 Salary £45000 - £60000 TypePermanent WorkplaceOn-Site Ref89063 Recruiter Managing This Role
Technical Paraplanner

Woking (Hybrid)

Up to £55,000

An excellent opportunity for an experienced Paraplanner to join a well-established, fast-growing, and highly respected Independent Financial Adviser firm based on the outskirts of Woking.

Working as part of a collaborative and supportive Paraplanning team, youll be involved in a wide variety of work supporting complex, high-net-worth financial planning cases. This is a fantastic role for a technically skilled Paraplanner who enjoys problem-solving, analysis, and being an integral part of the client journey.
Conduct detailed financial analysis, cashflow modelling, and research across investments, pensions, and IHT planning
Support Advisers ahead of and following client meetings, analysing existing portfolios and preparing review mate...
            

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Job Details

Location Woking, England
Job Type Permanent
Category Business Operations Specialists
Posted Date June 05, 2026
Application Deadline July 15, 2026