Paraplanner

Paraplanner, East Hertfordshire

Office based

Up to £45,000 (negotiable)

A well-established wealth management firm, operating as the financial planning division of a respected legal business, is seeking an experienced paraplanner. The organisation delivers holistic financial planning solutions and offers whole-of-market advice. The successful candidate will join a professional and collaborative team, supporting advisers in the delivery of high-quality financial planning to clients.

Role

The paraplanner will provide technical support to financial advisers by preparing compliant and well-structured reports, research, and financial planning analysis. The role involves working closely with advisers to ensure financial solutions meet client objectives and regulatory standards.

Key Responsibilities:

• Conduct detailed research and analysis across pensions, investments, protection, retirement planning and estate planning
• Prepare suitability reports, recommendation summaries and technical documentation
• Assist with fact-find analysis and identify appropriate financial planning strategies
• Carry out product and fund comparisons, portfolio analysis and cashflow modelling
• Ensure compliance with FCA regulations and internal procedures
• Maintain accurate records and support the advice process from initial enquiry to implementation

Benefits

• Salary up to £45,000 (negotiable)
• Study support for further professional qualifications
• Pension and life assurance scheme
• Supportive working environment focused on professional development
• The package can depend upon candidate's experience and need

Requirements

• Level 4 Diploma in Regulated Financial Planning (or equivalent)
• Minimum of 2-3 years' experience in a paraplanning role within an IFA or financial planning environment
• Progress toward Chartered status is advantageous but not essential

Application

Applications are invited from experienced paraplanners seeking a long-term role within a professional and growing financial planning team. Please submit a CV outlining relevant experience and qualifications, and we'll get straight in touch!