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- Tasks: Support clients and assist in financial planning with a hands-on approach.
- Company: Thriving team-focused company with a fantastic culture.
- Benefits: Competitive salary, holiday allowance, training support, and bonuses.
- Why this job: Make a real impact in a supportive environment where you can grow.
- Qualifications: Working towards Level 4 Diploma and experience in IFA Practice.
- Other info: Join us in January/February 2026 for an exciting career opportunity.
The predicted salary is between 28000 - 36000 £ per year.
Location: Whiteley
Salary: £28,000 - £36,000
Type: Permanent
Workplace: On-Site
Our client is looking for an Admin/ Paraplanner to join an already thriving team who have grown from strength to strength in recent years through teamwork and tactful company decisions. This is not a corporate organisation, so the role is very hands-on, client-centric and you'll leave each day feeling like you've added value.
You will have the opportunity to work in a supportive team environment where progression is strongly supported. There is a fantastic culture where everyone is treated as an individual.
- Holiday allowance increases with service
- Exams and training paid for
- Income protection
- Bonus
- Easy to get to location if driving
Hours: 9am - 5pm
To be considered for this admin/ paraplanner opportunity, candidates need to have:
- Ideally be working towards the Level 4 Diploma (DipPFS or DipFA)
- Previous experience within an IFA Practice
- High level of analytical capability and good communication skills
Whats next? Apply today to be considered for this admin / paraplanner opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.
Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Admin/ Paraplanner employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Admin/ Paraplanner
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and admin sectors. Attend local meetups or online webinars to get your name out there. You never know who might have a lead on that perfect Admin/Paraplanner role!
✨Tip Number 2
Show off your skills! Prepare a portfolio or a presentation that highlights your analytical capabilities and communication skills. When you get the chance to chat with potential employers, this will help you stand out from the crowd.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to companies you admire, even if they’re not advertising for an Admin/Paraplanner. A friendly email expressing your interest can go a long way.
✨Tip Number 4
Apply through our website! We make it super easy for you to submit your application and get noticed. Plus, if you refer a mate and they land a job, you could pocket £200. Win-win!
We think you need these skills to ace Admin/ Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Admin/Paraplanner role. Highlight relevant experience and skills that match what we're looking for, like your analytical capabilities and communication skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you can add value to our team. Keep it friendly and professional!
Showcase Your Qualifications: If you're working towards the Level 4 Diploma, make sure to mention it! We love seeing candidates who are committed to their professional development, so don’t hold back on sharing your journey.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, we can’t wait to hear from you!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of the Level 4 Diploma and any relevant qualifications. Being able to discuss your studies and how they relate to the role will show that you're serious about your career in paraplanning.
✨Showcase Your Experience
Prepare specific examples from your previous roles in IFA practices. Highlight situations where you demonstrated strong analytical skills or effective communication, as these are key for the Admin/Paraplanner position.
✨Emphasise Teamwork
Since this role is all about being part of a supportive team, be ready to talk about how you've collaborated with others in the past. Share stories that illustrate your ability to work well in a hands-on, client-centric environment.
✨Ask Thoughtful Questions
Prepare some insightful questions about the company culture and opportunities for progression. This shows that you're genuinely interested in the role and want to ensure it's the right fit for both you and the team.
