Paraplanner

Heat Recruitment

Posted 22 days ago, valid for 8 days

Lincoln, Lincolnshire LN4 2DZ, England

Full Time

Health Insurance

Life Insurance

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Sonic Summary

The role is for a Paraplanner at an award-winning Financial Planning practice in Lincoln, offering a hybrid working model with two days in the office.
The salary range for this position is between £38,000 and £45,000, along with a bonus and excellent benefits.
Candidates should have a minimum of Level 4 Diploma and relevant experience in paraplanning.
The firm values strong attention to detail and the ability to communicate complex financial information clearly.
This opportunity includes career development support, flexible hours, and a generous holiday allowance.

Paraplanner - Award-Winning Financial Planning PracticeLincoln | Hybrid (2days in-office)£38,000 - £45,000 + Bonus + Excellent Benefits

We’re working with a multi-award-winning Financial Planning practice based in Lincoln that provides bespoke financial advice to high-net-worth individuals and some of the UK’s leading businesses.

As a result of ongoing growth and internal promotions, the firm is looking to welcome an experienced Paraplanner to its collaborative and forward-thinking team. This is a fantastic opportunity to work alongside a team of seasoned professionals who value fresh ideas, contributions, and team spirit.

What’s on offer:

Hybrid working - 2 days in the office
Flexible Hours
Annual bonus scheme (c.10%) + share options
Generous holiday allowance + birthday off
Life insurance, Pension, and Permanent Health Insurance
Career development support
And more - we’d be happy to talk you through the full package!

What we’re looking for:

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

Next steps:

Apply today to be considered for this opportunity. Not quite the right fit?

We’d still love to hear from you. Get in touch to explore other paraplanning or financial services roles we’re working on that may not be advertised yet.

And if you know someone who’d be a great match? Refer them to us and earn £200 if we help them secure a new role.

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

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