Paraplanner - Independent Financial Planning Firm
Location: Offices near Hemel Hempstead, Hertfordshire (Hybrid Working)
Employment Type: Full-time | Permanent
Salary: Up to £45,000 (Depending on Experience)
Are you an experienced Paraplanner looking to join a supportive and well-established independent financial planning firm? This is a fantastic opportunity to become part of a collaborative team that values precision, professionalism, and client care.
You’ll be working closely with a team of advisers to deliver tailored financial planning solutions across pensions, investments, and protection. This firm is known for its client-focused approach and strong internal culture.
Highlights:
Minimum of 2 years’ experience in a Paraplanning role
Level 4 Diploma qualified (or working towards completion)
Proven ability to write suitability reports and conduct technical research
Strong attention to detail and excellent communication skills
Confident using financial planning software and working as part of a team
Benefits & Package:
Hybrid Working: Office days Tuesday-Thursday | WFH Mondays & Fridays
25 days holiday + bank holidays
Holiday purchase scheme
Life cover
Company pension (via salary sacrifice)
Employee Assistance Programme
Referral reward scheme
Friendly, collaborative environment with ongoing professional development
If you're looking for a stable and supportive environment where your technical expertise is valued, we’d love to hear from you.
Please send your CV to Sam Negbenebor at Financial Divisions.
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