Paraplanner

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Job Title : Paraplanner Location : Berkhamsted (Hybrid: 3 days in-office, 2 from home) Salary : £35,000-£45,000 Benefits : 3x Salary Life Cover Holiday Purchase Scheme Study Support About the Company :This established financial planning firm, based in Berkhamsted, is known for its expert team and professional culture. With a strong client-first philosophy and growth-focused mindset, it supports continuous development and values precision in everything from compliance to client care. Role Summary :As a Paraplanner, you’ll work alongside advisers and senior managers to deliver top-tier technical and administrative support. You'll be key to maintaining high-quality client outcomes, producing detailed suitability reports, and helping streamline the new business process. Enjoy a hybrid work pattern after initial training, a collaborative office culture, and study support toward your Level 4 Diploma. Key Responsibilities : Prepare detailed Suitability Reports (new money, fund/pension switches): Ensure clarity and regulatory compliance for all recommendations Provide technical research and document preparation: Enhance adviser efficiency and accuracy Use platforms like XPlan, Cashcalc, and Defaqto: Streamline clie...
Location:
Berkhamsted
Salary:
£35,000 - £45,000 per annum
Category:
Accounting & Finance

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