Paraplanner
Location: Hertfordshire
Contract: Permanent
Salary: £45,000 – £55,000 per annum
Start Date: Flexible
*Hybrid Working available*
Contact: (url removed)
Job Description
An established Independent Financial Advisory firm based in Hertford is looking to appoint an experienced Paraplanner to support a team of Financial Advisers in delivering high-quality financial planning services to a broad client base.
This is an excellent opportunity for a technically strong Paraplanner who enjoys producing detailed suitability reports, conducting research, and working closely with Advisers to deliver tailored financial solutions. The firm offers a collaborative environment, long-term progression opportunities, and support towards further qualifications if desired.
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 journeysCandidate 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 skillsIf you are interested in the role, or know of anyone who could be, please contact Greg at Service Care Solutions on (phone number removed) or email (url removed)
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed