Job Description

Job Title: Paraplanner
Location: Hertfordshire (Hybrid Working Available)
Employment Type: Full-time

A well-established and professional financial planning firm in Hertfordshire is seeking a dedicated and detail-oriented Paraplanner to join their growing team. This is a hybrid role offering a balance of office-based and remote work. The successful candidate will work closely with experienced financial advisers to prepare tailored financial plans and reports for clients.

Key Responsibilities:

• Conduct in-depth research on financial products and market options
• Draft clear, compliant, and well-structured financial reports and recommendations
• Maintain and update detailed client files and records
• Support advisers in preparing for client meetings and follow-up documentation
• Perform financial analysis to support the development of strategic advice
• Ensure all client advice and documentation complies with FCA regulations and internal policies
• Liaise with providers and other third parties as needed

Qualifications & Skills:

• Strong knowledge of financial planning, investments, and financial products
• Experience in Pensions, Investments and IHT planning
• Excellent analytical and numerical skills
• High proficiency in report writing and document presentation
• Exceptional attention to detail and organisational skills
• Strong verbal and written communication skills
• Ability to work both independently and as part of a team
• Previous experience in a paraplanning role or relevant financial qualifications (e.g., CII Diploma in Financial Planning or working towards it) is advantageous

Benefits:

• Hybrid working model
• Opportunity to work alongside highly experienced advisers
• Supportive and collaborative work environment
• Career progression and continued professional development