Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support a team of advisers in financial planning and client management.
- Company: Family-run financial planning firm with a supportive culture.
- Benefits: Salary up to £50,000, skill development, and a stable work environment.
- Why this job: Make a real impact in a close-knit team while advancing your career.
- Qualifications: Part-qualified or close to completing Level 4 Diploma with paraplanning experience.
- Other info: Ideal for those seeking stability and professional growth.
The predicted salary is between 40000 - 50000 £ per year.
Location: St Albans
Salary: £40,000 - £50,000 (DOE)
Type: Permanent
Workplace: Fully On-Site
Are you an experienced Paraplanner looking to join a well-established, family-run financial planning firm? This is a fantastic opportunity to work in a close-knit team where your expertise will make a real impact.
About the Role:
You will be supporting a team of 6 advisers, with a strong back-office team, in an investment, pensions, and IHT focused IFA environment. This is a fully on-site role in St Albans, so we are looking for someone commutable who values stability and long-term commitment.
What We Are Looking For:
- Part-qualified or close to completing Level 4 Diploma as a minimum.
- A few years experience as a Paraplanner, ideally with some client-facing responsibilities.
- Proficient in Intelligent Office (IO), AJ Bell and other back-office platforms.
- Strong technical knowledge of investments, pensions, and tax planning.
- Professional, detail-oriented, and able to work collaboratively in a small team environment.
Why Join Us?
- Salary up to £50,000 depending on experience.
- Work with a respected, family-run firm that values its people.
- Opportunity to develop your skills and progress in a supportive environment.
If you are an experienced paraplanner who wants to work in a stable, professional setting and contribute to delivering exceptional client outcomes, we would love to hear from you. Apply today and take the next step in your career!
Paraplanner in St Albans employer: Heat Recruitment
Contact Detail:
Heat Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in St Albans
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning world, especially those who might know about opportunities at family-run firms. A personal recommendation can really set you apart from the crowd.
✨Tip Number 2
Prepare for the interview by brushing up on your technical knowledge of investments, pensions, and tax planning. We want you to feel confident discussing these topics, as they’re crucial for the role of a Paraplanner.
✨Tip Number 3
Showcase your collaborative spirit! During interviews, share examples of how you've worked effectively in a team. This is key for a close-knit environment like the one we have at our firm.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining our team.
We think you need these skills to ace Paraplanner in St Albans
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Paraplanner role. Highlight your experience with investments, pensions, and tax planning, as well as any client-facing responsibilities you've had. We want to see how your skills align with what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about joining our family-run firm and how you can contribute to our close-knit team. Keep it professional but let your personality come through!
Showcase Your Technical Skills: Since we're looking for proficiency in Intelligent Office (IO) and AJ Bell, make sure to mention your experience with these platforms. If you've got any other relevant tech skills, don’t hold back – we love a tech-savvy candidate!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team!
How to prepare for a job interview at Heat Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge of investments, pensions, and tax planning. Be ready to discuss how your experience aligns with the role and how you can support the advisers effectively.
✨Showcase Your Experience
Prepare specific examples from your previous roles where you've successfully handled client-facing responsibilities or collaborated within a team. This will demonstrate your ability to fit into their close-knit environment.
✨Familiarise Yourself with Tools
Since proficiency in Intelligent Office (IO) and AJ Bell is key, make sure you're comfortable discussing these platforms. If you have any tips or tricks for using them efficiently, share those during the interview!
✨Ask Insightful Questions
Prepare thoughtful questions about the firm’s culture, team dynamics, and growth opportunities. This shows your genuine interest in the role and helps you assess if it’s the right fit for you.
