Paraplanner
Location: Hertfordshire
Contract: Permanent
Salary: £45,000 - £55,000 per annum
Start Date: Flexible
Hybrid Working available
We are an established Independent Financial Advisory firm based in Hertford, seeking an experienced Paraplanner to support a team of Financial Advisers in delivering high‑quality financial planning services to a broad client base.
Key Responsibilities
* Prepare detailed and compliant suitability reports across Pensions, Investments, Protection, Retirement planning and Estate and Tax planning
* Conduct technical research and analysis using industry research tools
* Assist Advisers with complex financial planning cases
* Analyse existing client portfolios and recommend suitable solutions
* Liaise with providers and third parties to gather plan information
* Ensure all recommendations meet FCA compliance standards
* Support annual reviews and ongoing servicing requirements
* Maintain accurate client records and documentation
* Work collaboratively with Advisers and Administration teams to ensure smooth client journeys
Candidate Criteria
* Previous experience working as a Paraplanner within an IFA/Financial Planning firm
* Strong technical knowledge across pensions, investments, and protection products
* Experience writing suitability reports independently
* Diploma qualified or working towards Level 4 qualification preferred
* Strong understanding of FCA regulations and compliance requirements
* Excellent written and verbal communication skills
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