Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support Financial Advisers with research, analysis, and report writing for tailored client advice.
- Company: Award-winning private Financial Planning business with a focus on growth and innovation.
- Benefits: Competitive salary, hybrid working, health cover, pension contribution, and generous holiday allowance.
- Other info: Dynamic environment with opportunities for career progression and professional development.
- Why this job: Join a thriving team and make a real impact in clients' financial journeys.
- Qualifications: Experience in financial planning and strong analytical skills required.
The predicted salary is between 45000 - 55000 £ per year.
An award winning private Financial Planning business is in search of an experienced paraplanner to join their thriving business. You will be working in a successful business where you can show off your independent thinking, desire to contribute to a growing business and be on the journey whilst progressing your career.
Main Purpose & Scope of the Paraplanner Role
The Paraplanner provides essential support to the Financial Advisers by conducting detailed research, analysis, and report writing to ensure that clients receive high-quality financial advice tailored to their individual needs. The role involves preparing suitability reports, maintaining accurate client records, and ensuring all recommendations comply with FCA regulations and internal compliance standards. The Paraplanner works closely with advisers and administrators to deliver an efficient advice process, from initial client fact‑finding through to implementation, ensuring excellent client service and operational efficiency. The scope of the role includes technical research, cashflow modelling, product comparisons, and drafting clear, compliant documentation, with a focus on accuracy, timeliness, and professionalism.
Duties of the Paraplanner role
- Client Acquisition
- Collect and organise financial data from clients (income, expenses, assets, liabilities) following Financial Adviser meetings, ensuring accurate input into the CRM database.
- Maintain accurate and up-to-date client records within the CRM and contribute to process improvements.
- Submit and track applications with providers, ensuring timely follow‑up.
- Ensure client documentation and forms remain current and compliant.
- Attend client meetings to provide technical and administrative support as required.
- Existing Clients
- Prepare performance data and supporting materials for client review meetings, including meeting check sheets.
- Record and action agreed follow‑ups from client reviews, including portfolio risk profile updates.
- Support account changes and set‑up for existing clients as needed.
- Assist with client queries, including guidance on the Investor Portal.
- Update financial models, projections, and cashflow planning tools to help illustrate client goals and outcomes.
Skills & experience required
- Experience and Knowledge
- Strong understanding of financial planning principles, products, and investment solutions, ideally gained through previous paraplanning or financial services experience.
- Familiarity with FCA regulations, compliance requirements, and suitability reporting.
- Experience liaising with clients, advisers, and management to gather information and support the advice process.
- Proficient in the use of financial planning tools, CRM systems, and Microsoft Office (Word, Excel, Outlook, PowerPoint) with strong technical aptitude.
- Experience in producing client reports, cashflow modelling, and product research (desirable).
- Skills
- Strong analytical and problem‑solving skills with the ability to interpret complex financial information.
- Excellent organisational skills with a keen eye for accuracy and attention to detail.
- Effective time management and prioritisation skills, with the ability to manage fluctuating workloads and meet deadlines.
- High standard of written, numerical, and verbal communication skills, able to explain technical information clearly.
- Strong interpersonal skills with the ability to build effective working relationships with clients, colleagues, and providers.
Salary and Benefits
- £45,000 - £55,000
- Annual bonus based on company performance
- Hybrid flexible working structure (1 day per week at home)
- Health cover
- 5% pension contribution
- 25 days holiday (inc. bank holidays)
- 35 hour week
Paraplanner in Hertford employer: RecruitAbility
Contact Detail:
RecruitAbility Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Hertford
✨Network Like a Pro
Get out there and connect with people in the financial planning industry! Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. We all know that sometimes it’s not just what you know, but who you know that can land you that dream paraplanner role.
✨Show Off Your Skills
When you get the chance to chat with potential employers, make sure to highlight your analytical skills and attention to detail. Share examples of how you've tackled complex financial information or improved processes in previous roles. We want to see that you can bring value to our team!
✨Prepare for Interviews
Do your homework before any interview! Understand the company’s values, their approach to financial planning, and be ready to discuss how you can contribute. We love candidates who are genuinely interested in our business and can articulate how they fit into our vision.
✨Apply Through Our Website
Don’t forget to apply directly through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we often have exclusive roles listed there that you won’t find anywhere else. Let’s get you on board!
We think you need these skills to ace Paraplanner in Hertford
Some tips for your application 🫡
Show Off Your Skills: Make sure to highlight your experience in financial planning and paraplanning. We want to see how your skills align with the role, so don’t hold back on showcasing your analytical prowess and attention to detail!
Tailor Your Application: Customise your CV and cover letter to reflect the specific requirements of the Paraplanner role. Use keywords from the job description to demonstrate that you understand what we’re looking for and how you fit the bill.
Be Professional Yet Personable: While we appreciate professionalism, we also value a friendly approach. Let your personality shine through in your writing, showing us that you can build effective relationships with clients and colleagues alike.
Apply Through Our Website: We encourage you to submit your application directly through our website. It’s the best way for us to receive your details and ensures you’re considered for this exciting opportunity with our award-winning team!
How to prepare for a job interview at RecruitAbility
✨Know Your Financial Stuff
Make sure you brush up on your financial planning principles and FCA regulations. Being able to discuss these confidently will show that you’re not just a paraplanner, but a knowledgeable one who can contribute to the team.
✨Show Off Your Analytical Skills
Prepare to demonstrate your analytical and problem-solving skills during the interview. Bring examples of how you've interpreted complex financial information in the past, as this is crucial for the role.
✨Be Ready to Discuss Client Interactions
Think about your previous experiences liaising with clients and advisers. Be prepared to share specific instances where you gathered information or supported the advice process, as this will highlight your interpersonal skills.
✨Practice Your Report Writing
Since report writing is a key part of the job, it’s a good idea to practice explaining technical information clearly. You might even want to bring a sample report to discuss, showcasing your attention to detail and professionalism.