Paraplanner
other jobs Heat Recruitment
Added before 4 Days
- England,South West,Cornwall
- Full Time, Permanent
- Salary negotiable
Job Description:
Paraplanner – Cornwall / Plymouth (Progression to Adviser)
Location: Office-based near Liskeard (30–40 mins from Plymouth)
Salary: Up to £45,000 + performance-related bonus (~£8,000 OTE)
Experience: Minimum 5 years paraplanning | Level 4 Diploma essential
Future: Clear route to Financial Adviser within 2–3 years
About the FirmJoin a long-established, independent wealth management practice based in Cornwall, recognised for delivering high-quality, client-focused financial advice across the South West.
The business has built an excellent reputation for its personal approach, stability, and integrity — and now seeks a talented Paraplanner to support its next phase of growth. This is a genuinely exciting opportunity for someone looking to transition into advice in the near future, within a respected, close-knit firm.
The RoleWorking closely with two advisers and the wider technical team, you will:
*Produce accurate and compliant financial planning reports across a broad range of advice areas.
*Conduct in-depth product and investment research to support client recommendations.
*Work collaboratively with advisers to ensure the best client outcomes.
*Play a key role in improving processes and driving efficiency within the firm.
*Over time, develop your skills and experience to move into an Adviser role (mentored and supported by senior management).
What We’re Looking For*Minimum 5 years’ experience as a Paraplanner.
*Level 4 Diploma qualified (working toward Chartered preferred).
*Confident communicator with excellent technical knowledge and attention to detail.
*Ambitious, proactive, and keen to progress into advice.
*Mature and personable, capable of engaging directly with clients.
What’s On Offer*Salary: £40,000–£45,000 base (DOE)
*Bonus: Up to £8,000 annual performance bonus (non-guaranteed)
*Benefits:
*25 days holiday + bank holidays
*3–4% employer pension contribution
*Funded professional development and mentoring
*Modern office environment (Liskeard area)
*Office-based role (hybrid flexibility after probation)
*Opportunity to progress into a Financial Adviser role within 2–3 years
If you’re a qualified Paraplanner seeking long-term progression in a supportive, forward-thinking firm that values people as much as performance, this is an opportunity not to miss.
For a confidential discussion, please apply for a confidential conversation
Location: Office-based near Liskeard (30–40 mins from Plymouth)
Salary: Up to £45,000 + performance-related bonus (~£8,000 OTE)
Experience: Minimum 5 years paraplanning | Level 4 Diploma essential
Future: Clear route to Financial Adviser within 2–3 years
About the FirmJoin a long-established, independent wealth management practice based in Cornwall, recognised for delivering high-quality, client-focused financial advice across the South West.
The business has built an excellent reputation for its personal approach, stability, and integrity — and now seeks a talented Paraplanner to support its next phase of growth. This is a genuinely exciting opportunity for someone looking to transition into advice in the near future, within a respected, close-knit firm.
The RoleWorking closely with two advisers and the wider technical team, you will:
*Produce accurate and compliant financial planning reports across a broad range of advice areas.
*Conduct in-depth product and investment research to support client recommendations.
*Work collaboratively with advisers to ensure the best client outcomes.
*Play a key role in improving processes and driving efficiency within the firm.
*Over time, develop your skills and experience to move into an Adviser role (mentored and supported by senior management).
What We’re Looking For*Minimum 5 years’ experience as a Paraplanner.
*Level 4 Diploma qualified (working toward Chartered preferred).
*Confident communicator with excellent technical knowledge and attention to detail.
*Ambitious, proactive, and keen to progress into advice.
*Mature and personable, capable of engaging directly with clients.
What’s On Offer*Salary: £40,000–£45,000 base (DOE)
*Bonus: Up to £8,000 annual performance bonus (non-guaranteed)
*Benefits:
*25 days holiday + bank holidays
*3–4% employer pension contribution
*Funded professional development and mentoring
*Modern office environment (Liskeard area)
*Office-based role (hybrid flexibility after probation)
*Opportunity to progress into a Financial Adviser role within 2–3 years
If you’re a qualified Paraplanner seeking long-term progression in a supportive, forward-thinking firm that values people as much as performance, this is an opportunity not to miss.
For a confidential discussion, please apply for a confidential conversation
Job number 3056126
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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...