Technical Paraplanner Salary: Up to £60,000 (DOE)
Employment Type: Full-Time | Hybrid (2 days WFH)
Our client, a highly regarded financial planning firm based near Hemel is seeking an experienced and technically astute Paraplanner to join their friendly and collaborative team. Working closely with Managing Directors, Chartered Financial Planners, Wealth Advisers, and Investment Specialists, the successful candidate will play a key role in delivering high-quality advice and technical support to a loyal and growing client base.
Drafting detailed advice letters and suitability reports relating to pensions, investments, and income drawdown
Preparing comprehensive review documentation and content for annual client meetings
Creating accurate and insightful cashflow models to support financial planning recommendations
Diploma in Financial Planning (Level 4 qualified)
Strong understanding of the financial planning process
Advanced Microsoft Office skills, particularly Word and Excel
Experience using industry CRM/back-office systems (e.g., X-Plan, Intelligent Office)
Strong technical knowledge of pensions and investments
Exposure to high-net-worth clients and complex financial planning needs
Chartered Financial Planner
Certified Financial Planner
A quality-driven culture with a strong emphasis on personalised client service
This is an ideal role for a technically proficient Paraplanner who thrives in a team-oriented environment and is looking to make a meaningful contribution to a reputable and well-structured financial planning firm.