Paraplanner (Level 4 Qualified)
Hertford | Full-time | £50,000 – £60,000 + Excellent Benefits
We are currently working with a well-established, client-focused financial planning firm based in Hertford to recruit an experienced Paraplanner to join their growing team.
This is an excellent opportunity for a technically strong and ethically driven individual who is looking to play a key role in supporting advisers within a collaborative and professional environment.
The Role
As a Paraplanner, you will work closely with the firm’s advisers, providing comprehensive technical support across a broad range of financial planning areas.
Responsibilities will include:
1. Conducting detailed research to support client recommendations
2. Performing tax calculations across various planning scenarios
3. Preparing high-quality, fully compliant suitability reports (beyond standard cases such as Bed & ISA and fund switches)
4. Supporting advisers across pensions, investments, and inheritance tax planning
5. Contributing to the ongoing development of client strategies
This role requires someone who can work independently while also being an integral part of a close-knit team.
About You
6. Level 4 Diploma qualified (essential)
7. Proven experience in a paraplanning role within financial services
8. Strong technical knowledge across pensions, investments, and tax planning
9. High ethical standards and attention to detail
10. Ability to manage workload independently and meet deadlines
11. Team-oriented mindset with excellent communication skills
Technical skills:
12. Proficient in Intelligent Office (essential)
13. Experienced with FE Analytics (essential)
14. Familiarity with Genovo (preferred)
The Firm
15. Boutique financial planning firm with 4 advisers
16. Expertise across pensions, investments, inheritance tax planning, and employee benefits
17. Clients include private individuals, limited companies, and charities
18. Business generated exclusively through referrals and professional connections
Salary & Benefits
19. Basic salary: £50,000 – £60,000 (dependent on experience)
20. Christmas bonus
21. Tax-free bonuses up to £3,600 per annum via Employee Ownership Trust
22. 7% employer pension contributions (band earnings)
23. Group life assurance
24. Income protection scheme
Working Arrangement
25. Office based in Hertford
26. Hybrid working available (typically 1 day per week from home)
27. During the first 6 months, a stronger office presence is expected to support onboarding and integration
Apply Now
If you are an experienced Paraplanner looking to join a supportive and highly regarded firm where your expertise will be valued, we would love to hear from you.