Job Description
Paraplanner
Salary: £35,000 - £45,000 per annumLocation: Berkhamsted (Hybrid working)Hours: Full-Time, 37.5 hours per week, Mon - Fri, 9:00am - 5:30pm
We’re looking for an experienced Paraplanner to join a well-established financial services firm based in Berkhamsted.
If you have a strong background in paraplanning or financial services and are looking to develop your career with a company that values your expertise, we want to hear from you! This role offers a mix of office-based and hybrid working arrangements after training.
Key Responsibilities:
* Draft Suitability Reports (New Money, Fund Switches, Pension Transfers, etc.)
* Conduct financial product research using tools like FE Analytics, Cashcalc, and Defaqto
* Manage new business submissions and complete data entry tasks
* Prepare meeting documentation and assist advisers in client communications
* Act as a point of contact for clients and providers when advisers are unavailable
* Ensure adherence to compliance standards in all activities
* Maintain CRM systems (e.g., XPlan, Intelligent Office)
The Ideal Candidate Will Have:
Essential:
* 2+ years' experience as a Paraplanner or in a similar role within the financial services sector
* GCSE English & Maths (Grade C or above)
* Strong skills in Microsoft Office (Excel, Word, PowerPoint, Outlook)
* Excellent communication skills (both written and verbal)
* Strong attention to detail and organisational skills
* Ability to analyse and interpret numerical data
Desirable:
* CII Level 4 Diploma or working towards it (R01-R06)
* Familiarity with XPlan, Intelligent Office, or similar CRM systems
* Experience in an IFA environment
Why Work With Us?
* Hybrid working - 3 days in the office, 2 days from home after training
* Competitive salary between £35,000 - £45,000 (depending on experience)
* Generous benefits package including:
o 25 days holiday (plus bank holidays)
o Life Cover (3x salary)
o Pension Scheme (with salary exchange)
o Holiday Purchase Scheme
o Employee Assistance Programme
o Study support for Level 4 Diploma
o Staff Referral Scheme