Paraplanner

Paraplanner (Hybrid)
Up to £45,000
Hertfordshire

We’re currently working with a well-established Financial Planning / IFA firm based in Hertfordshire, who are looking to hire an experienced Paraplanner to join their growing team. This is an exciting opportunity for someone to step into a key role within a forward-thinking environment.

The Role

You’ll be supporting a team of Financial Advisers by:

• Producing detailed and compliant suitability reports
• Conducting investment research and analysis
• Creating financial plans tailored to client needs
• Maintaining client files and documentation
• Liaising with providers and assisting with administrative tasks
• Occasionally engaging in client-facing responsibilities

This is a hands-on role requiring someone who is self-sufficient, confident in their technical abilities, and able to work independently without needing close supervision.

Requirements

• Level 4 Diploma in Regulated Financial Planning (DipPFS) – essential
• Minimum 2 years’ experience in a Paraplanning role within an IFA or Financial Advisor office
• Strong understanding of compliance and FCA regulations
• Excellent written communication and analytical skills
• Comfortable working closely with advisers and clients

Benefits

• Salary up to £45,000
• Hybrid working – 2 days WFH
• 25 days holiday plus bank holidays
• Holiday purchase scheme
• Life cover
• Company pension with salary sacrifice
• Employee Assistance Programme
• Referral reward scheme

If this role is of interest, please apply directly or get in touch via email and I shall give you a call straight away.