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Chartered paraplanner – pathway to paraplanner manager

St Albans
Financial Divisions
Manager
Posted: 11h ago
Offer description

North London (Edgware/St Albans) | Full-Time | £45,000 – £55,000 (DOE) Hybrid Working | Full Study Support | Excellent Benefits | Career Progression Are you a Level 4 qualified Paraplanner, or on your way to achieving Chartered status, and ready to take the next big step in your financial planning career? We’re partnering with a highly respected, boutique IFA firm based near St Albans, renowned for its technical excellence, family-feel culture, and loyal client base. With a strong reputation across North London and Hertfordshire, the firm is now looking for a skilled Paraplanner to join their team — with a clear and supported route to becoming Paraplanner Manager. Why You’ll Want This Role: ✅ £45,000 – £55,000 salary (depending on experience) ✅ Hybrid working: 3 days in-office, 2 from home (post-probation) ✅ Full study support toward Chartered status ✅ Structured progression plan to Paraplanner Manager or Adviser ✅ Exceptional benefits, including a wellbeing suite ✅ Close-knit, supportive team culture About the Firm: With over 15 years of organic growth, this independent financial advisory firm delivers expert guidance across pensions, investments, retirement planning, IHT, tax, trusts, mortgages, and protection. Their long-standing client relationships and staff loyalty speak volumes about the positive, collaborative culture. What You’ll Be Doing: Attend and support client meetings with detailed note-taking Draft high-quality, compliant suitability reports Conduct in-depth product and investment research Build robust cashflow models and support holistic planning Collaborate with providers and prepare client reviews Help deliver a seamless, client-first experience What We’re Looking For: Level 4 Diploma qualified (or actively studying towards Chartered) Experience in a Paraplanning or technical role within an IFA Strong knowledge of pensions, drawdown, and complex financial planning Meticulous attention to detail and excellent written skills A driven, ambitious mindset with management aspirations Ready to step into a future leadership role? This is more than just a Paraplanner role—it’s your launchpad into management with a supportive firm that genuinely invests in your development. Apply now or contact Laura McKendry at Financial Divisions for more info: lauram@financialdivisions.co.uk

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