Location
St Albans
Salary £40000 - £50000 TypePermanent WorkplaceOn-Site Ref89350
Paraplanner St Albans
Salary: £40,000 £50,000 (DOE)
Location: Fully On-Site
Are you an experienced Paraplanner looking to join a well-established, family-run financial planning firm? This is a fantastic opportunity to work in a close-knit team where your expertise will make a real impact.
About the Role:
Youll be supporting a team of 6 advisers, with a strong back-office team, in an investment, pensions, and IHT focused IFA environment. This is a fully on-site role in St Albans, so were looking for someone commutable who values stability and long-term commitment.
What Were Looking For:
1. Part-qualified or close to completing Level 4 Diploma as a minimum.
2. A few years experience as a Paraplanner, ideally with some client-facing responsibilities.
3. Proficient in Intelligent Office (IO), AJ Bell and other back-office platforms.
4. Strong technical knowledge of investments, pensions, and tax planning.
5. Professional, detail-oriented, and able to work collaboratively in a small team environment.
Why Join Us?
6. Salary up to £50,000 depending on experience.
7. Work with a respected, family-run firm that values its people.
8. Opportunity to develop your skills and progress in a supportive environment.
If youre an experienced paraplanner who wants to work in a stable, professional setting and contribute to delivering exceptional client outcomes, wed love to hear from you.
Apply today and take the next step in your career!