Paraplanner - generous bonuses and hybrid working

Job Title: Paraplanner – generous bonuses and 1 day from homeLocation: HertfordSalary: £40,000 to £55,000 – plus bonus

Are you a Paraplanner who thrives in a collaborative environment and values being part of a supportive, tight-knit team?

If you’re passionate about the technical aspects of paraplanning and seeking a role that offers variety and growth opportunities as well as full administration support, this opportunity could be a great fit for you.Our client is a highly respected boutique financial advisory firm with exceptional staff retention and a warm team culture. Join a dedicated team of nine, working closely with advisers to deliver bespoke financial solutions in key areas like:

• Investment Planning and Financial Management
• Pension Planning (pre and post-retirement)
• Trusts and Estate Planning
• Group Personal Pensions and Group Risk Benefits

What’s on Offer:

• Technical Focus: You’ll play a key role in supporting advisers, taking on technical tasks and complex casework to help clients reach their financial goals.
• Flexible Work Options – flexible working hours and 1 day from home on offer.
• Professional Growth: Opportunities for career development, including support with qualifications through to Chartered and progression, with the option to explore advisory roles down the line.
• Strong Team Environment: Join a company known for its welcoming atmosphere and high staff retention, ensuring you feel valued and connected.

Key Responsibilities:

• Conduct in-depth research, utilizing the firm’s exclusive investment panel.
• Prepare suitability reports, ensuring clients receive tailored advice.
• Utilize tools such as Intelliflo, Cashcalc, and E-Value, while enhancing your technical skills.

If you’re ready to contribute your expertise to a company where collaboration and career growth are prioritised, we’d love to hear from you.