Paraplanner

Blakemore Recruitment; Dacorum; Hybrid; GBP 35,000 - 45,000; Full time

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