Junior Paraplanner - Bishop Stortford

Blakemore Recruitment; Bishop's Stortford; On-site; GBP 28,000 - 35,000; Full time

Job summary

A financial planning company in Bishop's Stortford is seeking a Junior Paraplanner to provide essential support to the Financial Services Sales Team. The ideal candidate will assist in compliance, conduct technical research, and write suitability reports. A Level 4 Diploma in Financial Planning is preferred. Competitive package and supportive environment offered.

Qualifications

• Preferred to have Level 4 Diploma in Financial Planning.

Responsibilities

• Provide support to the Financial Services Sales Team.
• Conduct technical research and assist with suitability reports.
• Prepare meeting notes and follow-ups.

Skills

Technical research

Analysis of statistics

Interpersonal skills

IT skills

Understanding of compliance issues

Education

Level 4 Diploma in Financial Planning

Job description

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Junior Paraplanner - Bishop Stortford, Bishop's Stortford

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Client:

Blakemore Recruitment

Location:

Bishop's Stortford, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

4de4c1ba57dc

Job Views:

13

Posted:

12.08.2025

Expiry Date:

26.09.2025

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Job Description:

We are currently recruiting for a Financial Planning practice based in Bishop Stortford who are looking for a Junior Paraplanner to join their team.

The main purpose of this role is to provide the highest level possible of support to the Financial Services Sales Team. To deliver the agreed strategy and procedural objectives regarding compliance standards.

Providing vital support to the Consultants, expected to act as the technical interface between the consultants and the clients, have the ability to work independently and as part of a team. Be responsible for providing a professional and holistic financial service to the Consultants and assist them in delivery to the clients.

• Technical research in DB schemes – speaking with ceding scheme administrators etc.
• Dealing with clients but not giving advice
• MIFID reporting, annual reviews
• Suitability Report writing assistance
• Preparing for meetings, meeting notes, follow up as required
• Relevant qualifications – ‘RO’ papers and ‘JO’ papers
• Cash flow planning admin, experience of this with any software preferred
• Compliance of client files and assist with file audits
• Other general client related tasks

Key Attributes

• Good technical knowledge of advice and product options.
• Able to analyse statistics
• Able to conduct research for appropriate providers and investments.
• Good understanding of compliance issues.
• Interpersonal and IT skills.

Qualifications Required:

Preferred to have Level 4 Diploma in Financial Planning.