Paraplanner
- Hertford, Hertfordshire
- Permanent
- Full-time
Location: Hertfordshire (Hybrid Working Available)
Employment Type: Full-timeJob Description:
A well-established and professional financial planning firm in Hertfordshire is seeking a dedicated and detail-oriented Paraplanner to join their growing team. This is a hybrid role offering a balance of office-based and remote work. The successful candidate will work closely with experienced financial advisers to prepare tailored financial plans and reports for clients.Key Responsibilities:
- Conduct in-depth research on financial products and market options
- Draft clear, compliant, and well-structured financial reports and recommendations
- Maintain and update detailed client files and records
- Support advisers in preparing for client meetings and follow-up documentation
- Perform financial analysis to support the development of strategic advice
- Ensure all client advice and documentation complies with FCA regulations and internal policies
- Liaise with providers and other third parties as needed
- Strong knowledge of financial planning, investments, and financial products
- Experience in Pensions, Investments and IHT planning
- Excellent analytical and numerical skills
- High proficiency in report writing and document presentation
- Exceptional attention to detail and organisational skills
- Strong verbal and written communication skills
- Ability to work both independently and as part of a team
- Previous experience in a paraplanning role or relevant financial qualifications (e.g., CII Diploma in Financial Planning or working towards it) is advantageous
- Hybrid working model
- Opportunity to work alongside highly experienced advisers
- Supportive and collaborative work environment
- Career progression and continued professional development
We are sorry but this recruiter does not accept applications from abroad.