Job Description
Paraplanner?
Hitchin, Hertfordshire
Working Hours: Monday to Friday, 09:00 17:00 (Office Based)
Salary: £30,000 - £45,000 (DOE)
We are recruiting on behalf of a long-established and highly regarded Independent Financial Advisory firm based inHitchin. This is an excellent opportunity for a Level 4 qualifiedParaplannerwho is looking to develop into a client-facing Financial Adviser, supported by a collaborative and professional team. The firm is known for its personalised, relationship-led approach to financial planning, with a strong emphasis on integrity, professional development, and long-term client care.
As a Paraplanner, you will support advisers with high-quality research, analysis, and suitability report writing. You will work closely with experienced financial planners to deliver tailored client solutions while progressing your development towards an advisory role.
Key Responsibilities
* Conduct detailed financial research and prepare suitability reports.
* Support advisers in developing and reviewing client financial plans.
* Perform cash flow modelling and product analysis.
* Maintain accurate client records and ensure regulatory compliance.
* Engage actively in adviser training and professional development.
Requirements
* Level 4 Diploma in Regulated Financial Planning (or equivalent) is essential.
* Previous experience in a paraplanning or technical support role within financial planning.
* Strong knowledge of pensions, investments, and protection products.
* Excellent written communication and analytical skills.
* Clear ambition to transition into a client-facing advisory role.
Benefits
* Private Medical Insurance (PMI)
* Death in Service and Income Protection Insurances.
* Hybrid working options may be available.
* Continuous training and professional development.
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