Paraplanner

Paraplanner – St Albans
Salary: £40,000 – £50,000 (DOE)
Location: Fully On-Site 

Are you an experienced Paraplanner looking to join a well-established, family-run financial planning firm? This is a fantastic opportunity to work in a close-knit team where your expertise will make a real impact.

About the Role:
You’ll be supporting a team of 6 advisers, with a strong back-office team, in an investment, pensions, and IHT focused IFA environment. This is a fully on-site role in St Albans, so we’re looking for someone commutable who values stability and long-term commitment.

What We’re Looking For:

• Part-qualified or close to completing Level 4 Diploma as a minimum.
• A few years’ experience as a Paraplanner, ideally with some client-facing responsibilities.
• Proficient in Intelligent Office (IO), AJ Bell and other back-office platforms.
• Strong technical knowledge of investments, pensions, and tax planning.
• Professional, detail-oriented, and able to work collaboratively in a small team environment.

Why Join Us?

• Salary up to £50,000 depending on experience.
• Work with a respected, family-run firm that values its people.
• Opportunity to develop your skills and progress in a supportive environment.

If you’re an experienced paraplanner who wants to work in a stable, professional setting and contribute to delivering exceptional client outcomes, we’d love to hear from you.

Apply today and take the next step in your career!