At a Glance
- Tasks: Support Financial Advisers with high-quality reports and financial planning analysis.
- Company: Established Independent Financial Advisory firm with a supportive team culture.
- Benefits: Up to £45,000 salary, hybrid working, and excellent benefits package.
- Other info: Opportunity to work with modern technology and AI tools.
- Why this job: Join a stable IFA environment and develop your career in paraplanning.
- Qualifications: 5+ years in IFA, Level 4 Diploma preferred, strong technical skills.
The predicted salary is between 38250 - 46750 £ per year.
Are you an experienced Paraplanner looking for a long-term opportunity with an established and successful Independent Financial Advisory firm? We are working with a well-established IFA firm in the Hitchin / Stevenage area that is looking to appoint an experienced Paraplanner to join its growing team. This is an excellent opportunity for someone with a strong background within the IFA environment who enjoys the technical and analytical side of financial planning and is looking to build a long-term career within a supportive team.
The Role
- Preparing high-quality suitability reports and financial planning recommendations
- Conducting research and analysing financial products and investments
- Preparing cash-flow and financial planning analysis
- Completing product and investment research
- Preparing illustrations and supporting documentation
- Working closely with Advisers from initial client meeting through to implementation
- Liaising with providers, platforms and other third parties
- Ensuring client files and documentation meet regulatory requirements
- Supporting the delivery of excellent client outcomes
- Using technology and AI tools to improve efficiency and enhance the paraplanning process
About You
We are looking for an experienced Paraplanner who has ideally spent 5+ years working within an IFA environment and has a strong understanding of the financial planning process. You will ideally have:
- 5+ years' IFA / financial services experience
- Level 4 Diploma in Financial Planning, or be close to achieving it
- Strong technical paraplanning experience
- Excellent knowledge of pensions, investments and financial planning
- Strong attention to detail and excellent report-writing skills
- Confidence communicating with Advisers, providers and colleagues
- A confident, personable and professional approach
- Good understanding of FCA requirements and compliant financial planning
- A genuine interest in technology and the ability to confidently use AI and modern financial planning tools
- A desire to develop within a long-term paraplanning/support role
This would suit someone who enjoys being a highly valued technical member of an IFA team and who is looking to establish themselves in a stable, long-term position rather than necessarily progressing into an Adviser role.
What's on Offer?
- Salary up to £45,000, depending on experience and qualifications
- Hybrid working
- Excellent benefits package
- Supportive and established IFA environment
- Opportunity to work closely with experienced Advisers
- Modern approach to technology and AI
- Long-term career opportunity
- Professional development and support
- A genuinely valued position within the business
Location: Hitchin / Stevenage
Salary: Up to £45,000 DOE
Working pattern: Hybrid
Sector: Independent Financial Advice / Wealth Management
Role: Paraplanner
If you are an experienced Paraplanner looking for a stable, well-paid opportunity with an established IFA, we'd love to hear from you.
Paraplanner - Route to Manager or IFA, Hitchin / Stevenage Up to &45,000 Hybrid Benefits employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
