Technical Paraplanner, Up to £60,000 (DOE), Offices near Hemel Hempstead, Full-time, Hybrid
New Today
Employment Type: Full-Time | Hybrid (2 days wfh)
Our client, a highly regarded financial planning firm based near Hemel is seeking an experienced and technically astute Paraplanner to join their friendly and collaborative team. This is a rare opportunity to become part of a business that places exceptional client service and team cohesion at the heart of everything they do.
Working closely with Managing Directors, Chartered Financial Planners, Wealth Advisers, and Investment Specialists, the successful candidate will play a key role in delivering high-quality advice and technical support to a loyal and growing client base.
Key Responsibilities:
Drafting detailed advice letters and suitability reports relating to pensions, investments, and income drawdown
Preparing comprehensive review documentation and content for annual client meetings
Creating accurate and insightful cashflow models to support financial planning recommendations
Conducting in-depth technical research to underpin client strategies
Providing technical assistance on complex client queries
Collaborating with internal teams to maintain seamless client service
Attending occasional client meetings (most meetings are held in-house)
Required Skills and Experience:
Diploma in Financial Planning (Level 4 qualified)
- Location:
- Hemel Hempstead
- Salary:
- £55,000 - £60,000 per annum
- Job Type:
- FullTime
- Category:
- Admin, Office, Secretarial & PA
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