At a Glance
- Tasks: Support advisers with detailed research and prepare high-quality financial reports.
- Company: A well-established, client-focused financial planning firm in Hertford.
- Benefits: Competitive salary, Christmas bonus, tax-free bonuses, and generous pension contributions.
- Other info: Hybrid working available, fostering a collaborative and professional environment.
- Why this job: Join a supportive team and make a real impact in financial planning.
- Qualifications: Level 4 Diploma qualified with proven paraplanning experience.
The predicted salary is between 50000 - 60000 £ per year.
We are currently working with a well-established, client-focused financial planning firm based in Hertford to recruit an experienced Paraplanner to join their growing team. This is an excellent opportunity for a technically strong and ethically driven individual who is looking to play a key role in supporting advisers within a collaborative and professional environment.
The Role
As a Paraplanner, you will work closely with the firm's advisers, providing comprehensive technical support across a broad range of financial planning areas. Responsibilities will include:
- Conducting detailed research to support client recommendations
- Performing tax calculations across various planning scenarios
- Preparing high-quality, fully compliant suitability reports (beyond standard cases such as Bed & ISA and fund switches)
- Supporting advisers across pensions, investments, and inheritance tax planning
- Contributing to the ongoing development of client strategies
This role requires someone who can work independently while also being an integral part of a close-knit team.
About You
- Level 4 Diploma qualified (essential)
- Proven experience in a paraplanning role within financial services
- Strong technical knowledge across pensions, investments, and tax planning
- High ethical standards and attention to detail
- Ability to manage workload independently and meet deadlines
- Team-oriented mindset with excellent communication skills
Technical skills
- Proficient in Intelligent Office (essential)
- Experienced with FE Analytics (essential)
- Familiarity with Genovo (preferred)
The Firm
Boutique financial planning firm with 4 advisers. Expertise across pensions, investments, inheritance tax planning, and employee benefits. Clients include private individuals, limited companies, and charities. Business generated exclusively through referrals and professional connections.
Salary & Benefits
- Basic salary: £50,000 - £60,000 (dependent on experience)
- Christmas bonus
- Tax-free bonuses up to £3,600 per annum via Employee Ownership Trust
- 7% employer pension contributions (band earnings)
- Group life assurance
- Income protection scheme
Working Arrangement
- Office based in Hertford
- Hybrid working available (typically 1 day per week from home)
- During the first 6 months, a stronger office presence is expected to support onboarding and integration
If you are an experienced Paraplanner looking to join a supportive and highly regarded firm where your expertise will be valued, we would love to hear from you.
Paraplanner in Watford employer: Blakemore Recruitment
Join a well-established financial planning firm in Hertford that prioritises client focus and ethical practices. With a collaborative work culture, excellent benefits including a competitive salary, generous pension contributions, and opportunities for professional growth, this is an ideal environment for a Level 4 qualified Paraplanner to thrive. The firm values its employees, offering a supportive team atmosphere where your expertise will be recognised and rewarded.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Watford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Blakemore Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Watford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Blakemore Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Blakemore Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Blakemore Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Blakemore Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Blakemore Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Blakemore Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
