Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join a team to deliver tailored financial planning solutions in pensions, investments, and protection.
- Company: A well-established independent financial planning firm known for its client-focused approach.
- Benefits: Enjoy hybrid working, 25 days holiday, life cover, and a supportive environment.
- Why this job: Be part of a collaborative team that values precision, professionalism, and ongoing development.
- Qualifications: Minimum 2 years' experience as a Paraplanner and Level 4 Diploma qualified or in progress.
- Other info: Work in a friendly atmosphere with opportunities for professional growth.
The predicted salary is between 36000 - 54000 £ per year.
Paraplanner – Independent Financial Planning FirmLocation: Offices near Hemel Hempstead, Hertfordshire (Hybrid Working)Employment Type: Full-time PermanentSalary: Up to GBP45,000 (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 roleLevel 4 Diploma qualified (or working towards completion)Proven ability to write suitability reports and conduct technical researchStrong attention to detail and excellent communication skillsConfident using financial planning software and working as part of a team
Benefits & Package:
Hybrid Working: Office days Tuesday-Thursday WFH Mondays & Fridays25 days holiday + bank holidaysHoliday purchase schemeLife coverCompany pension (via salary sacrifice)Employee Assistance ProgrammeReferral reward schemeFriendly, 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.
#J-18808-Ljbffr
Paraplanner, Offices near Hemel Hempstead, Hybrid, Full-time, Up to employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner, Offices near Hemel Hempstead, Hybrid, Full-time, Up to
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who work as Paraplanners. Attend local finance-related events or join online forums to connect with others and learn about potential job openings.
✨Tip Number 2
Familiarise yourself with the specific financial planning software used by the firm. If you know which tools they prefer, consider taking a short course or tutorial to enhance your skills and demonstrate your commitment during interviews.
✨Tip Number 3
Prepare for the interview by practising how to articulate your experience in writing suitability reports and conducting technical research. Be ready to discuss specific examples that showcase your attention to detail and communication skills.
✨Tip Number 4
Research the company’s culture and values to align your responses during the interview. Highlight your teamwork experience and how you can contribute to their client-focused approach, showing that you’re a great fit for their collaborative environment.
We think you need these skills to ace Paraplanner, Offices near Hemel Hempstead, Hybrid, Full-time, Up to
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, especially your minimum of 2 years in the role. Emphasise your Level 4 Diploma qualification and any relevant skills that align with the job description.
Craft a Strong Cover Letter: Write a cover letter that showcases your passion for financial planning and your ability to work collaboratively within a team. Mention specific examples of how you've delivered tailored financial solutions in the past.
Highlight Technical Skills: Since the role requires strong technical research abilities and proficiency in financial planning software, be sure to detail your experience with these tools in your application. This will demonstrate your readiness for the position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any errors. Attention to detail is crucial in this field, and a polished application reflects your professionalism.
How to prepare for a job interview at Financial Divisions
✨Showcase Your Experience
Make sure to highlight your minimum of 2 years' experience in a Paraplanning role. Be prepared to discuss specific examples of how you've contributed to financial planning solutions, particularly in pensions, investments, and protection.
✨Demonstrate Technical Skills
Since the role requires confidence in using financial planning software, be ready to talk about the tools you’ve used in the past. If possible, mention any specific software that the firm might use, showing that you've done your homework.
✨Prepare Suitability Reports
As writing suitability reports is a key part of the job, practice explaining your process for creating these documents. Bring along a sample if you can, or be ready to discuss how you ensure accuracy and compliance in your reports.
✨Emphasise Team Collaboration
This firm values a collaborative environment, so be sure to share examples of how you've successfully worked as part of a team. Discuss how you communicate with advisers and other team members to deliver tailored financial solutions.
