Paraplanner

Heat Recruitment; Bracknell; Hybrid; GBP 38,000 - 45,000; Full time

Job summary

A leading British financial planning practice is seeking an experienced Paraplanner to join their team in Bracknell. This role offers hybrid working, a competitive salary, and a range of benefits including a bonus scheme and career development support. Ideal candidates will have a Level 4 Diploma and strong communication skills, ensuring clarity in complex financial matters.

Benefits

Hybrid working

Flexible hours

Annual bonus scheme

Generous holiday allowance

On-site parking

Life insurance

Pension

Permanent health insurance

Career development support

Qualifications

• Minimum Level 4 Diploma required.
• Strong attention to detail is essential.
• Ability to communicate complex financial information clearly.

Responsibilities

• Provide bespoke financial advice to high-net-worth individuals and businesses.
• Work in a collaborative, forward-thinking team.

Skills

Attention to detail

Communication of financial information

Tech skills

Education

Level 4 Diploma

Job description

Location: Bracknell

Salary: £38,000 - £45,000

Type: Permanent

Workplace: Hybrid (2 days in-office)

Reference: Ref87836

About the Role

We are working with a multi-award-winning financial planning practice based in Bracknell, providing bespoke financial advice to high-net-worth individuals and leading UK businesses.

Due to ongoing growth and internal promotions, the firm is seeking an experienced Paraplanner to join their collaborative and forward-thinking team. This is a fantastic opportunity to work alongside seasoned professionals who value innovation, contribution, and team spirit.

What’s on Offer

• Hybrid working: 2 days in the office
• Flexible hours
• Annual bonus scheme: approximately 10% + share options
• Generous holiday allowance: plus a birthday off
• On-site parking
• Life insurance, pension, and permanent health insurance
• Career development support
• And more — we are happy to discuss the full package!

Requirements

• Level 4 Diploma (minimum)
• Strong attention to detail and ability to communicate complex financial information clearly
• Solid tech skills and confidence in using database systems, especially important when working remotely

Next Steps

Apply today to be considered for this opportunity. Not the right fit? We would still love to hear from you. Contact us to explore other paraplanning or financial services roles we are working on, which may not be advertised yet.

If you know someone who would be a great match, refer them to us and earn £200 if we help them secure a role.

Keywords:

Adviser Support, Report Writer, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Paraplanning, Paraplanner