Technical Paraplanner, Up to £60,000 (DOE), Offices near Hemel Hempstead, Full-time, Hybrid

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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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