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Paraplanner

Blakemore Recruitment

Dacorum

Hybrid

GBP 35,000 - 45,000

Full time

Today
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Job summary

A well-established financial services firm based in Berkhamsted is seeking an experienced Paraplanner to join its team. Offering a hybrid working model and a competitive salary, the role includes drafting reports, conducting financial research, and liaising with clients. Ideal candidates will have a background in paraplanning, strong communication skills, and a keen attention to detail.

Benefits

25 days holiday (plus bank holidays)
Life Cover (3x salary)
Pension Scheme (with salary exchange)
Holiday Purchase Scheme
Employee Assistance Programme
Study support for Level 4 Diploma
Staff Referral Scheme

Qualifications

  • 2+ years' experience as a Paraplanner or similar role in financial services.
  • Experience in IFA environment desirable.
  • Strong Microsoft Office skills required.

Responsibilities

  • Draft Suitability Reports and conduct financial product research.
  • Manage new business submissions and maintain CRM systems.
  • Ensure compliance standards are upheld.

Skills

Communication
Attention to detail
Organisational skills
Numerical data analysis

Education

GCSE English & Maths (Grade C or above)
CII Level 4 Diploma

Tools

Microsoft Office
XPlan
Intelligent Office

Job description

Paraplanner

Salary: GBP35,000 - GBP45,000 per annumLocation: Berkhamsted (Hybrid working)Hours: Full-Time, 37.5 hours per week, Mon - Fri, 9:00am - 5:30pm

We're looking for an experienced Paraplanner to join a well-established financial services firm based in Berkhamsted.

If you have a strong background in paraplanning or financial services and are looking to develop your career with a company that values your expertise, we want to hear from you! This role offers a mix of office-based and hybrid working arrangements after training.

Key Responsibilities:
  • Draft Suitability Reports (New Money, Fund Switches, Pension Transfers, etc.)

  • Conduct financial product research using tools like FE Analytics, Cashcalc, and Defaqto

  • Manage new business submissions and complete data entry tasks

  • Prepare meeting documentation and assist advisers in client communications

  • Act as a point of contact for clients and providers when advisers are unavailable

  • Ensure adherence to compliance standards in all activities

  • Maintain CRM systems (e.g., XPlan, Intelligent Office)

The Ideal Candidate Will Have:

Essential:

  • 2+ years' experience as a Paraplanner or in a similar role within the financial services sector

  • GCSE English & Maths (Grade C or above)

  • Strong skills in Microsoft Office (Excel, Word, PowerPoint, Outlook)

  • Excellent communication skills (both written and verbal)

  • Strong attention to detail and organisational skills

  • Ability to analyse and interpret numerical data

Desirable:

  • CII Level 4 Diploma or working towards it (R01-R06)

  • Familiarity with XPlan, Intelligent Office, or similar CRM systems

  • Experience in an IFA environment

Why Work With Us?
  • Hybrid working - 3 days in the office, 2 days from home after training

  • Competitive salary between GBP35,000 - GBP45,000 (depending on experience)

  • Generous benefits package including:

    • 25 days holiday (plus bank holidays)

    • Life Cover (3x salary)

    • Pension Scheme (with salary exchange)

    • Holiday Purchase Scheme

    • Employee Assistance Programme

    • Study support for Level 4 Diploma

    • Staff Referral Scheme

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