Paraplanner

Location: - Hertford. Full time, hybrid.

Salary up to £40k DOE, with superb benefits.

We are seeking a highly organised and detail-oriented Paraplanner to support our clients financial planning team. This role combines paraplanning duties with administrative support, ensuring smooth client servicing and efficient back-office operations.

Paraplanner Key Responsibilities

Paraplanning:

• Prepare suitability reports, financial plans, and recommendations in line with FCA regulations.
• Conduct product and fund research, including pensions, investments, and protection.
• Assist in cash flow modelling and scenario analysis.
• Liaise with financial advisers to clarify client objectives and strategy.
• Maintain up-to-date knowledge of financial products and legislation.

Administration:

• Manage client files and documentation in line with compliance standards.
• Handle new business processing, including applications and provider follow-ups.
• Maintain CRM systems and ensure accurate data entry.
• Schedule client meetings and manage adviser diaries.
• Respond to client queries and provide excellent service.

Skills & Experience

• Previous experience in a Paraplanning role.
• Strong understanding of financial planning principles and FCA regulations.
• Excellent written communication and report-writing skills.
• Proficient in financial software.
• Highly organised with strong attention to detail.
• Ability to manage multiple tasks and meet deadlines.

Qualifications

• Diploma in Financial Planning (DipPFS) or working towards it.
• Additional paraplanning or financial services certifications desirable.

What our client can offer

• Competitive salary and benefits package.
• Support for professional development and qualifications.
• Friendly, collaborative team environment.
• Hybrid working.