Job Description
Location: Offices near Hemel HempsteadEmployment Type: Full-Time | Hybrid (2 days WFH)Technical Paraplanner - up to £65,000Qualified Paraplanner - up to £45,000Are you an experienced Paraplanner looking to work within a high-quality, client-focused wealth management firm? Our client, a well-established and highly respected financial planning business near Hemel Hempstead, is looking to expand their team with two key hires:Technical Paraplanner - a senior, technically astute individual who can confidently support complex financial planning needsQualified Paraplanner - a developing professional with a solid foundation in financial planning, ready to grow and contributeThis is a rare opportunity to join a firm that places long-term client relationships and team cohesion at the centre of their success.Key Responsibilities (Both Roles, With Technical Paraplanner Taking the Lead On More Complex Cases):Drafting tailored advice letters and suitability reports across pensions, investments, and drawdown strategiesPreparing high-quality review packs and meeting documentationSupporting advisers with accurate and insightful cashflow modellingConducting technical research to support advice recommendationsAssisting with complex client queries and technical planning scenariosCollaborating closely with advisers, investment specialists, and support teamsAttending occasional client meetings (primarily in-house)Ideal Candidates Will Have:Level 4 Diploma in Financial Planning (or working towards for the Qualified Paraplanner role)A strong grasp of the financial planning process and advice lifecycleExcellent written and verbal communication skillsSolid attention to detail and ability to manage multiple prioritiesFamiliarity with financial planning software (e.g. X-Plan, Intelligent Office)Experience with cashflow modelling tools is desirableDesirable for the Technical Paraplanner Role:Chartered Financial Planner or Certified Financial Planner designationStrong technical knowledge of pensions, investments, and taxationExperience working with HNW individuals and complex planning scenariosProven ability to produce bespoke, detailed reports and recommendationsConfident in supporting senior advisers and client meetings directlyWhy Join This Firm?Friendly, professional, and collaborative cultureExposure to complex and rewarding client workA business that prioritises quality advice and long-term client careOpportunities to grow technically and professionally alongside experienced plannersWhether you're an experienced Technical Paraplanner ready for a new challenge, or a strong Level 4 Qualified Paraplanner looking to take the next step, this firm offers a supportive and structured environment where your contribution will be truly valued.Apply now to be considered for either opportunity by Sam at Financial Divisions.