Paraplanner

JR United Kingdom; Watford; On-site; GBP 30,000 - 40,000; Full time

Job summary

A well-regarded financial planning firm in Watford is looking for an experienced Paraplanner for a 6–12 month fixed-term contract. You will support advisers in delivering accurate and compliant financial advice, writing reports, and conducting in-depth research. The ideal candidate has 2–3 years of experience in Paraplanning. Flexible working options are available.

Benefits

Flexible working options

Supportive team environment

Qualifications

• At least 2–3 years’ experience in a Paraplanning role.
• Strong knowledge of financial planning software and tools.
• Excellent written communication and attention to detail.

Responsibilities

• Writing suitability reports and financial plans.
• Conducting in-depth product and fund research.
• Supporting advisers with pensions and investments.

Skills

Financial planning software knowledge

Excellent written communication

Attention to detail

Proactive approach

Collaborative working style

Job description

Social network you want to login/join with:

Paraplanner (Fixed-Term Contract – 6 to 12 Months) Immediate Start Available

Contract: Full-time | Fixed Term (6–12 months)

Are you an experienced Paraplanner looking for a fixed-term opportunity with a dynamic and supportive team?

We’re working with a highly regarded independent financial planning firm who are looking to appoint a Paraplanner on a 6–12 month fixed-term contract. This is an excellent opportunity to join a firm known for its personal, high-quality service to clients with portfolios ranging from £750,000 up to £70 million.

You'll play a key role in supporting advisers through a busy period, helping to ensure the continued delivery of accurate, compliant, and high-value advice.

Key Responsibilities:

• Writing suitability reports and financial plans
• Conducting in-depth product and fund research
• Supporting advisers with pensions, investments, protection, and estate planning cases
• Liaising with clients, providers, and internal teams to ensure seamless service delivery
• Ensuring compliance with FCA regulations and internal procedures

About You:

• At least 2–3 years’ experience in a Paraplanning role
• Strong knowledge of financial planning software, tools, and platforms
• Excellent written communication and attention to detail
• Proactive and self-sufficient with a collaborative approach

What’s On Offer:

• Flexible working options (hybrid or remote considered)
• Work alongside a highly respected team with an exceptional reputation