Paraplanner (Fixed-Term Contract – 6 to 12 Months) Immediate Start Available
Location: Offices Near St Albans (Hertfordshire)
Contract: Full-time | Fixed Term (6–12 months)
Salary: £45,000 – £55,000 (Depending on Experience)
Are you an experienced Paraplanner looking for a fixed-term opportunity with a dynamic and supportive team?
We’re working with a highly regarded independent financial planning firm who are looking to appoint a Paraplanner on a 6–12 month fixed-term contract. This is an excellent opportunity to join a firm known for its personal, high-quality service to clients with portfolios ranging from £750,000 up to £70 million .
You'll play a key role in supporting advisers through a busy period, helping to ensure the continued delivery of accurate, compliant, and high-value advice.
Key Responsibilities:
* Writing suitability reports and financial plans
* Conducting in-depth product and fund research
* Supporting advisers with pensions, investments, protection, and estate planning cases
* Liaising with clients, providers, and internal teams to ensure seamless service delivery
* Ensuring compliance with FCA regulations and internal procedures
About You:
* Diploma qualified (Level 4) or close to completion
* At least 2–3 years’ experience in a Paraplanning role
* Strong knowledge of financial planning software, tools, and platforms
* Excellent written communication and attention to detail
* Proactive and self-sufficient with a collaborative approach
What’s On Offer:
* Competitive salary: £45,000–£55,000
* Flexible working options (hybrid or remote considered)
* Work alongside a highly respected team with an exceptional reputation
* Immediate start for the right candidate
Please send your CV or get in touch with Sam at samn@financialdivisions.co.uk to find out more.