Paraplanner

Heat Recruitment; Hertford; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A well-established financial planning firm in Hertford is seeking a Paraplanner to enhance its team. This role involves comprehensive research, report writing, and interacting with clients, all while benefiting from a flexible hybrid work model and strong client relationships. Competitive salary and a range of employee benefits offered.

Benefits

Discretionary bonus

Parking cost support

25 days holiday + bank holidays

7% employer pension contribution

Group life assurance

Qualifications

• Experience in a similar role within an IFA or wealth management firm.
• Working towards the Level 4 Diploma or already qualified.

Responsibilities

• Conduct in-depth research and write suitability reports.
• Liaise with product providers and engage confidently with clients.

Skills

Strong ability to prioritise

Holistic financial advice understanding

Education

Level 4 Diploma (or equivalent)

Job description

Location

Hertford

Salary £3000 - £45000 TypePermanent WorkplaceHybrid Ref88023

Recruiter Managing This Role

Paraplanner Hertford | Hybrid Working | £30,000£45,000

An excellent opportunity has arisen for aParaplanner to join a well-established and highly reputable financial planning firm based in Hertford. The firm is proud to operate purely on referrals and word of mouth, reflecting the strength of its client relationships and quality of service.

In this role, youll be responsible for conducting in-depth research, writingsuitability reports, liaising with product providers, and confidently engaging with clients when needed.

The office is located in a vibrant area with plenty of options for lunch breaks and post work socialising. Youll also benefit from a flexible hybrid working model, with the option to work from home once or twice aweek.

Benefits:

Salary: £30,000 £45,000

Discretionary bonus (discussed directly with the client)

Parking cost support

25 days holiday + bank holidays (with the office typically closed over the Christmas period)

Upcoming salary exchange scheme with a 7% employer pension contribution

Group life assurance and potential income protection

Hybrid working

To be considered, youll need:

Experience in a similar role within an IFA, wealth management, or financial planning firm

Working towards the Level 4 Diploma (or already qualified)

Strong ability to prioritise and manage your workload

A solid understanding of holistic financial advice

Next steps:
Apply today to be considered for this opportunity. If suitable, one of our consultants will be in touch.

Referral bonus:
Refer a friend or colleague and receive £200 if we help them secure a new role.

Job Synonyms: Adviser Support, Paraplanner, Paraplanning, Report Writer, Financial Associate, Para Planner, Technical Support
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