Paraplanner
Tring, Hertfordshire (3-4 days a week in the office post probation)
Onsite parking
We’re working with a well-established, client-focused independent financial planning firm that is looking to appoint a Paraplanner to support its Financial Advisers and wider back-office team.
This is a great opportunity to join a collaborative, quality-driven business where advice is holistic and client relationships are long-term. You’ll play a key role in ensuring advisers can continue delivering an exceptional service through high-quality technical support and suitability reporting.
The company is in a period of growth, and has Advisers spread across the South East. They have a centralised Admin & Paraplanning hub from which this role will be based.
As a Paraplanner, you will support Financial Advisers and other back office team by handling report writing, cashflow analysis and comparing and evaluating financial products and investment solutions.
Duties include:
- Liaise with advisers to understand client objectives and take ownership of cases through to suitability report completion
- Ensure all client data, documentation, and compliance requirements are accurate, up to date, and recorded
- Assess risk profiles and review existing solutions to ensure suitability against client goals
- Conduct technical research, comparisons, and calculations (e.g. IHT, critical yield, charges) to support advice
- Prepare suitability reports, illustrations, and forecasts, ensuring timely delivery and system updates
They are open on the level of experience required, so you may be a Junior Paraplanner at the start of your career in Financial Planning (can support with exams), or a more experienced individual. The role and salary will be adapted accordingly.
What they’re looking for:
- Previous experience in a Paraplanning role within a financial planning / IFA environment
- Completion or working towards the CII Level 4 Diploma in Financial Planning
- Technical knowledge across pensions, investments, protection and tax-based planning
- Experience using systems such as Intelligent Office, Finametrica and Genovo (or similar cashflow tools)
Why join?
- Join a respected, relationship-driven financial planning firm with a local client base
- Exposure to genuinely holistic advice, not transactional sales
- Supportive team culture with strong adviser collaboration
- Opportunity to further develop technical skills and long-term career progression