Independent Paraplanner – Hybrid, Autonomy & Impact

Jenson Fisher Consulting Ltd; Tring; Hybrid; GBP 42,300 - 51,700; Full time

Benefits offered by this job

Company pension via salary sacrifice scheme

Death in service life assurance

Job summary

A financial planning firm located in Tring is seeking a qualified Paraplanner to provide support to financial advisers. The role offers a hybrid work model, allowing for 1-2 days from home, with a competitive salary of up to £47,000 and benefits. Candidates should have a strong understanding of financial products, accuracy in their work, and at least 2 years of experience as a paraplanner. This position requires problem-solving skills and attention to detail, ensuring clients receive the best financial advice.

Qualifications

• Strong understanding of financial products, tax, pensions, and investment strategies.
• Experience using provider websites such as Transact, Royal London, Aviva, Prudential, AJ Bell and Aegon.

Responsibilities

• Discuss client objectives with Financial Advisers and prepare suitability reports.
• Check and update client information before report requests are submitted.
• Carry out technical research on financial products.
• Produce cashflow forecasts and suitability reports using the Genovo System.
• Ensure compliance and documentation are completed and updated on Intelligent Office.

Skills

Numerical and problem-solving skills

Accuracy and high attention to detail

IT skills – Microsoft Office Outlook, Word, Excel

Excellent written and spoken communication skills

Flexibility and positive attitude

Education

Working towards Diploma in Financial Planning qualification

Minimum of 2 years’ experience as a paraplanner

Tools

Intelligent Office

Genovo

Finametrica

Cash Calc

Job description

A financial planning firm located in Tring is seeking a qualified Paraplanner to provide support to financial advisers. The role offers a hybrid work model, allowing for 1-2 days from home, with a competitive salary of up to £47,000 and benefits. Candidates should have a strong understanding of financial products, accuracy in their work, and at least 2 years of experience as a paraplanner. This position requires problem-solving skills and attention to detail, ensuring clients receive the best financial advice.