Hertford
Paraplanner – Hertford | Hybrid Working | £30,000–£45,000
An excellent opportunity has arisen for a Paraplanner to join a well-established and highly reputable financial planning firm based in Hertford. The firm is proud to operate purely on referrals and word of mouth, reflecting the strength of its client relationships and quality of service.
In this role, you’ll be responsible for conducting in-depth research, writing suitability reports, liaising with product providers, and confidently engaging with clients when needed.
The office is located in a vibrant area with plenty of options for lunch breaks and post work socialising. You’ll also benefit from a flexible hybrid working model, with the option to work from home once or twice a week.
Benefits:
- Salary: £30,000 – £45,000
- Discretionary bonus (discussed directly with the client)
- Parking cost support
- 25 days holiday + bank holidays (with the office typically closed over the Christmas period)
- Upcoming salary exchange scheme with a 7% employer pension contribution
- Group life assurance and potential income protection
- Hybrid working
To be considered, you’ll need:
- Experience in a similar role within an IFA, wealth management, or financial planning firm
- Working towards the Level 4 Diploma (or already qualified)
- Strong ability to prioritise and manage your workload
- A solid understanding of holistic financial advice
Next steps:
Apply today to be considered for this opportunity. If suitable, one of our consultants will be in touch.
Referral bonus:
Refer a friend or colleague and receive £200 if we help them secure a new role.
Job Synonyms: Adviser Support, Paraplanner, Paraplanning, Report Writer, Financial Associate, Para Planner, Technical Support
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