Paraplanner - Heat Recruitment : Job Details

An exciting opportunity has arisen for an experienced Paraplanner to join a growing, well-established B-Corp financial planning firm based in Worcester. With over a decade of success and growth primarily through referrals, this firm is committed to independence, ethical finance, and outstanding client service.

This is a fantastic role for a detail-oriented and ambitious Paraplanner who thrives in a collaborative, office-based environment. Working as part of the technical team, you will play a crucial role in supporting Financial Planners, ensuring outstanding client outcomes while meeting regulatory and compliance obligations. The firm’s B-Corp status reflects its dedication to ethical business practices, sustainability, and community engagement—ideal for someone who values both professional excellence and social responsibility.

• Client Meeting Preparation - Compile comprehensive review packs within agreed SLAs.
• Report Writing - Draft high-quality client reports and recommendation letters.
• Technical Research - Conduct detailed investment, retirement, and protection product research using internal tools and PROD.
• Cashflow Planning - Support advisers with financial forecasting and scenario analysis.
• Regulatory Compliance - Maintain up-to-date knowledge of FCA regulations and ensure all recommendations align with best practices.
• Client Record Management - Update and maintain records on Intelligent Office (IO) and SharePoint.
• Administrative Support - Prepare advice packs, application forms, and liaise with providers to obtain necessary information.

• Minimum of 2 years’ experience in paraplanning, technical report writing, or financial planning support.
• Level 4 Diploma qualified (or working towards Chartered Status).
• Strong knowledge of investments, pensions, protection products, and risk profiling.
• Excellent written and verbal communication skills, with strong attention to detail.
• A proactive, organised, and methodical approach, capable of managing multiple tasks under pressure.
• A growth mindset and strong work ethic, with a passion for learning and continuous development.
• A commitment to ethical finance, sustainability, and community engagement.
• Proficiency in Microsoft Word, Excel, Outlook, and financial planning software.

• Office-based role in Worcester, offering good transport links by rail and parking (off-site) available nearby
• 25 days holiday plus bank holidays and birthdays off.
• Matched pension contributions up to 4%.
• Private medical insurance, £50K critical illness cover, and 4x death in service benefit.
• Company-funded professional development, including support for further qualifications.
• Carbon footprint offsetting and two paid volunteering days per year.

This is an excellent opportunity to join a purpose-driven firm that values professional growth, ethical business practices, and exceptional client service.

Interested? Apply today to find out more.