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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.
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)
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
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