Location
Berkhamsted
Salary £35000 - £45000 TypePermanent WorkplaceOn-Site Ref88701
Paraplanner (Hybrid)
Up to £45,000
Hertfordshire
Were currently working with a well-established Financial Planning / IFA firm based in Hertfordshire, who are looking to hire an experienced Paraplanner to join their growing team. This is an exciting opportunity for someone to step into a key role within a forward-thinking environment.
The Role
Youll be supporting a team of Financial Advisers by:
1. Producing detailed and compliant suitability reports
2. Conducting investment research and analysis
3. Creating financial plans tailored to client needs
4. Maintaining client files and documentation
5. Liaising with providers and assisting with administrative tasks
6. Occasionally engaging in client-facing responsibilities
This is a hands-on role requiring someone who is self-sufficient, confident in their technical abilities, and able to work independently without needing close supervision.
Requirements
7. Level 4 Diploma in Regulated Financial Planning (DipPFS) essential
8. Minimum 2 years experience in a Paraplanning role within an IFA or Financial Advisor office
9. Strong understanding of compliance and FCA regulations
10. Excellent written communication and analytical skills
11. Comfortable working closely with advisers and clients
Benefits
12. Salary up to £45,000
13. Hybrid working 2 days WFH
14. 25 days holiday plus bank holidays
15. Holiday purchase scheme
16. Life cover
17. Company pension with salary sacrifice
18. Employee Assistance Programme
19. Referral reward scheme
If this role is of interest, please apply directly or get in touch via email and I shall give you a call straight away.