Paraplanner

Paraplanner

Hertfordshire, up to £45k (negotiable)

Office based (hybrid working can be discussed in future)

This paraplanner role is ideal for those with some paraplanning experience, ideally 18 months plus. If you are looking for a position where you can utilise your technical skills, work alongside experienced advisers, and contribute to the financial planning process, this is the perfect opportunity.

With a competitive salary, career progression opportunities, and an excellent benefits package, this role offers the chance to develop within a well-established financial advisory business.

This financial advisory firm provides comprehensive financial planning services, delivering expert advice to a loyal client base. They take pride in their professional integrity, client-focused approach, and team culture. The firm is under a whole of market network and has been operating for over 20 years. As part of their expansion, they're now looking for an experienced paraplanner to join the team.

As a paraplanner working with this business, you will be a key part of the advice process, supporting financial advisers by:

• Preparing for client meetings and maintaining client records - gathering necessary documents and financial information
• Carrying out technical research across a range of advice areas
• Assisting in formulating financial advice and then writing suitability reports and recommendations
• Implementing financial plans and ensuring agreed-upon recommendations are actioned efficiently
• Staying informed by keeping knowledge and skills updated to align with industry changes

A typical day will involve working closely with advisers, reviewing client portfolios, writing technical reports, liaising with providers, and ensuring compliance with regulatory requirements. Your work will play a critical role in delivering quality financial advice to clients.

• A salary of £35,000 - £45,000, based on experience, this can be negotiable
• Employer matches personal contributions (4%-7%)
• Life insurance with coverage at 4x salary
• Private medical insurance
• Free car parking
• Hybrid working can be discussed once settled in the business
• Movement into advice an option down the line

If this role sounds of interest, please click the apply button and we will be in touch asap to discuss further. The interview process will start with an initial phone call with the business, followed by a more formal interview in the office.