Job Description
Job Title: ParaplannerLocation: Berkhamsted (Hybrid: 3 days in-office, 2 from home)Salary: £35,000-£45,000Benefits:
* 3x Salary Life Cover
* Holiday Purchase Scheme
* Study Support
AbouttheCompany:This established financial planning firm, based in Berkhamsted, is known for its expert team and professional culture. With a strong client-first philosophy and growth-focused mindset, it supports continuous development and values precision in everything from compliance to client care.
RoleSummary:As a Paraplanner, you’ll work alongside advisers and senior managers to deliver top-tier technical and administrative support. You'll be key to maintaining high-quality client outcomes, producing detailed suitability reports, and helping streamline the new business process. Enjoy a hybrid work pattern after initial training, a collaborative office culture, and study support toward your Level 4 Diploma.
Key Responsibilities:
* Prepare detailed Suitability Reports (new money, fund/pension switches): Ensure clarity and regulatory compliance for all recommendations
* Provide technical research and document preparation: Enhance adviser efficiency and accuracy
* Use platforms like XPlan, Cashcalc, and Defaqto: Streamline client workflows and support financial modelling
* Act as a key contact when advisers are unavailable: Deliver continuity and a positive client experience
* Support new business processing and data entry: Help ensure smooth onboarding and administration
* Maintain client files and assist in compliance reviews: Contribute to best practice and audit-readiness
Requirements:
* Previous experience in a Paraplanning or IFA support role
* Strong report writing and analytical ability
* Desirable: R01-R06 / Level 4 Diploma or working toward