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- Tasks: Support financial planning needs by drafting advice letters and preparing review packs.
- Company: Join a respected wealth management firm known for client-focused service near Hemel Hempstead.
- Benefits: Enjoy hybrid work options, professional growth opportunities, and a collaborative culture.
- Why this job: Be part of a team that values long-term client relationships and quality advice.
- Qualifications: Level 4 Diploma in Financial Planning is required; experience with financial software is a plus.
- Other info: Opportunities available for both experienced and developing paraplanners.
The predicted salary is between 45000 - 65000 £ per year.
Job Description
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.
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 proficiency, which will make you stand out during interviews.
✨Tip Number 3
Prepare to discuss specific examples of your experience with complex financial planning scenarios. Think about how you've handled challenging client situations or produced detailed reports, as these will be key talking points in your interviews.
✨Tip Number 4
Research the firm’s values and client approach thoroughly. Be ready to articulate how your personal values align with theirs, particularly regarding long-term client relationships and quality advice, as this will demonstrate your 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 like X-Plan or Intelligent Office.
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 align with the responsibilities outlined in the job description, particularly your ability to draft tailored advice letters and support complex financial planning needs.
Highlight Relevant Experience: In your application, focus on your previous roles and experiences that relate directly to the responsibilities of a Paraplanner. Include examples of how you've successfully managed client queries, conducted technical research, or collaborated with advisers.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in the financial planning industry.
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
Get comfortable with financial planning software like X-Plan or Intelligent Office, as well as cashflow modelling tools. Being able to discuss your experience with these tools will show that you're ready to hit the ground running.
✨Prepare for Technical Questions
Expect to face technical questions, especially if you're applying for the Technical Paraplanner role. Review common scenarios and be ready to discuss how you would approach complex client queries or planning situations.
