Paraplanner
Application Deadline: 13 November 2026
Department: Paraplanning
Employment Type: Full Time
Location: St. Albans
Reporting To: Charlotte Papworth
Description
Our paraplanning team brings together paraplanners, administrators and financial associates who work collaboratively to support the delivery of high-quality advice. Some team members work in dedicated pods (smaller, adviser-aligned teams), while others work in a centralised structure supporting the wider business. You'll be aligned with specific advisers, although this may change in line with business needs.
Key Responsibilities
- Liaising closely with advisers, including regular case update meetings
- Researching and analysing new business recommendations
- Drafting suitability reports for adviser review and sign-off
- Building and maintaining cashflow models for client advice and meeting preparation
- Providing technical support on calculations and complex queries
- Attending client meetings where needed and recording outcomes
- Handling client requests such as withdrawals, contributions and policy amendments
- Producing client-facing documents, including one-page summaries and review documentation
- Keeping client records and compliance documentation up to date, using CRM workflows to manage cases
Skills, Knowledge and Expertise
- Level 4 Diploma (desirable, but not essential for experienced candidates)
- Demonstrable paraplanning experience in a financial planning environment
- Strong technical knowledge of investments, pensions and protection
- Excellent written and verbal communication skills
- The ability to manage multiple cases and deadlines with a high level of accuracy
- A reliable, discreet and proactive approach, and a genuine team player
Benefits
- Company pension with 3% employer contributions, plus the option to invest in our actively managed models*
- 25 days' holiday (pro rata)
- An extra day off for your birthday*
- Option to buy 5 additional days' leave through salary sacrifice*
- Access to our Electric Vehicle Salary Sacrifice Scheme*
- Training and development support, with career growth opportunities
- A supportive team culture with company events throughout the year
*Available after successful completion of probation.
