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- Tasks: Join a dynamic team as a Paraplanner, supporting financial planning and client needs.
- Company: Be part of a respected wealth management firm near Hemel Hempstead, known for client focus.
- Benefits: Enjoy hybrid work options, competitive salary, and opportunities for professional growth.
- Why this job: Work in a friendly culture with complex client cases and long-term relationships at the core.
- Qualifications: Level 4 Diploma in Financial Planning is essential; experience with financial software is a plus.
- Other info: This is a rare chance to grow in a supportive environment with experienced planners.
The predicted salary is between 45000 - 65000 £ per year.
Paraplanner Opportunities, Join a Respected Wealth Management Firm, Near Hemel Hempstead, Hybrid
Employer Financial Divisions Location Hertfordshire, United Kingdom Salary Competitive Salary Closing date 17 Jul 2025
View more categories View less categories Sector Other Responsibilities Executive Management Position/Level Professional / Specialist Contract Type Permanent
Location: Offices near Hemel HempsteadEmployment Type: Full-Time Hybrid (2 days WFH)Technical Paraplanner – up to £65,000Qualified Paraplanner – up to £45,000Are you an experienced Paraplanner looking to work within a high-quality, client-focused wealth management firm? Our client, a well-established and highly respected financial planning business near Hemel Hempstead, is looking to expand their team with two key hires:Technical Paraplanner – a senior, technically astute individual who can confidently support complex financial planning needsQualified Paraplanner – a developing professional with a solid foundation in financial planning, ready to grow and contributeThis is a rare opportunity to join a firm that places long-term client relationships and team cohesion at the centre of their success.Key Responsibilities (Both Roles, With Technical Paraplanner Taking the Lead On More Complex Cases):Drafting tailored advice letters and suitability reports across pensions, investments, and drawdown strategiesPreparing high-quality review packs and meeting documentationSupporting advisers with accurate and insightful cashflow modellingConducting technical research to support advice recommendationsAssisting with complex client queries and technical planning scenariosCollaborating closely with advisers, investment specialists, and support teamsAttending occasional client meetings (primarily in-house)Ideal Candidates Will Have:Level 4 Diploma in Financial Planning (or working towards for the Qualified Paraplanner role)A strong grasp of the financial planning process and advice lifecycleExcellent written and verbal communication skillsSolid attention to detail and ability to manage multiple prioritiesFamiliarity with financial planning software (e.g. X-Plan, Intelligent Office)Experience with cashflow modelling tools is desirableDesirable for the Technical Paraplanner Role:Chartered Financial Planner or Certified Financial Planner designationStrong technical knowledge of pensions, investments, and taxationExperience working with HNW individuals and complex planning scenariosProven ability to produce bespoke, detailed reports and recommendationsConfident in supporting senior advisers and client meetings directlyWhy Join This Firm?Friendly, professional, and collaborative cultureExposure to complex and rewarding client workA business that prioritises quality advice and long-term client careOpportunities to grow technically and professionally alongside experienced plannersWhether you\’re an experienced Technical Paraplanner ready for a new challenge, or a strong Level 4 Qualified Paraplanner looking to take the next step, this firm offers a supportive and structured environment where your contribution will be truly valued.Apply now to be considered for either opportunity by Sam at Financial Divisions.
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Paraplanner Opportunities, Join a Respected Wealth Management Firm, Near Hemel Hempstead, Hybrid employer: Financial Divisions
Contact Detail:
Financial Divisions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner Opportunities, Join a Respected Wealth Management Firm, Near Hemel Hempstead, Hybrid
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who work in or around Hemel Hempstead. Attend local finance events or webinars to connect with potential colleagues and learn more about the firm's culture.
✨Tip Number 2
Familiarise yourself with the financial planning software mentioned in the job description, such as X-Plan or Intelligent Office. Consider taking online courses or tutorials to boost your confidence and demonstrate your commitment to the role.
✨Tip Number 3
Prepare for potential interviews by brushing up on your knowledge of pensions, investments, and taxation. Being able to discuss these topics confidently will show your technical expertise and readiness for the role.
✨Tip Number 4
Research the firm’s values and client approach. Understanding their focus on long-term relationships and quality advice will help you align your responses during interviews and demonstrate that you’re a good fit for their team.
We think you need these skills to ace Paraplanner Opportunities, Join a Respected Wealth Management Firm, Near Hemel Hempstead, Hybrid
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial planning and paraplanning. Emphasise your qualifications, such as the Level 4 Diploma in Financial Planning, and any specific software skills that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your understanding of the firm's values. Mention how your skills and experiences make you a great fit for either the Technical or Qualified Paraplanner role.
Highlight Relevant Skills: In your application, focus on your written and verbal communication skills, attention to detail, and ability to manage multiple priorities. These are key attributes the firm is looking for in candidates.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is crucial in the financial sector.
How to prepare for a job interview at Financial Divisions
✨Know Your Financial Planning Fundamentals
Make sure you have a solid understanding of the financial planning process and advice lifecycle. Brush up on key concepts related to pensions, investments, and taxation, as these will likely come up during your interview.
✨Demonstrate Your Communication Skills
Since excellent written and verbal communication skills are essential for this role, prepare to showcase your ability to convey complex information clearly. Consider bringing examples of reports or letters you've drafted in the past.
✨Familiarise Yourself with Relevant Software
If you have experience with financial planning software like X-Plan or Intelligent Office, be ready to discuss it. If not, take some time to learn about these tools, as familiarity can set you apart from other candidates.
✨Prepare for Technical Questions
Given the technical nature of the Paraplanner roles, expect questions that assess your knowledge of cashflow modelling and complex planning scenarios. Be prepared to discuss how you've handled such situations in previous roles.
