Paraplanner, East Hertfordshire
Office based
Up to £45,000 (negotiable)
A well-established wealth management firm, operating as the financial planning division of a respected legal business, is seeking an experienced paraplanner. The organisation delivers holistic financial planning solutions and offers whole-of-market advice. The successful candidate will join a professional and collaborative team, supporting advisers in the delivery of high-quality financial planning to clients.
Role
The paraplanner will provide technical support to financial advisers by preparing compliant and well-structured reports, research, and financial planning analysis. The role involves working closely with advisers to ensure financial solutions meet client objectives and regulatory standards.
Key Responsibilities:
- Conduct detailed research and analysis across pensions, investments, protection, retirement planning and estate planning
- Prepare suitability reports, recommendation summaries and technical documentation
- Assist with fact-find analysis and identify appropriate financial planning strategies
- Carry out product and fund comparisons, portfolio analysis and cashflow modelling
- Ensure compliance with FCA regulations and internal procedures
- Maintain accurate records and support the advice process from initial enquiry to implementation
Benefits
- Salary up to £45,000 (negotiable)
- Study support for further professional qualifications
- Pension and life assurance scheme
- Supportive working environment focused on professional development
- The package can depend upon candidate's experience and need
Requirements
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Minimum of 2–3 years’ experience in a paraplanning role within an IFA or financial planning environment
- Progress toward Chartered status is advantageous but not essential
Application
Applications are invited from experienced paraplanners seeking a long-term role within a professional and growing financial planning team. Please submit a CV outlining relevant experience and qualifications, and we'll get straight in touch!
Paraplanner employer: Finlink Ltd Careers
Join a dynamic and expanding team as a Trainee Mortgage Advisor, where your ambition and sales experience will be rewarded with structured training and clear pathways for career progression. Located in a vibrant area, the company fosters a supportive work culture that prioritises employee development, offering competitive salaries, generous commission structures, and comprehensive benefits including pension and life insurance. This is an excellent opportunity for those looking to build a meaningful career in financial services while being part of a thriving business that values its employees.
