Paraplanner

Paraplanner

Tring, Hertfordshire

Hybrid Working (1 day a week in office)

£40,000 - £45,000 DOE

Are you a Paraplanner with around 1-2 years of experience looking to take the next step in your career within a supportive and growing wealth management firm?

We are seeking a Paraplanner to join a well-established financial planning practice based in Tring. This is an excellent opportunity for someone who enjoys technical financial planning work, wants to continue developing their qualifications, and may ultimately be interested in progressing towards an advisory role in the future.

The Opportunity

You'll become part of a collaborative team consisting of experienced advisers, paraplanners and administrators, working on a wide variety of client cases. The business is committed to supporting professional development and will provide funding for study materials and first exam sittings for candidates actively working towards industry qualifications.

With a strong hybrid working culture, you'll typically attend the office one day per week, with the remainder of the week worked remotely.

Responsibilities

As a Paraplanner, you'll be involved in:

• Preparing suitability reports and recommendations
• Pension transfer and retirement planning cases
• ISA and investment transfer work
• Cash-flow modelling and forecasting
• Drawdown reviews and ongoing client servicing
• Research and technical analysis
• Producing reports for annual reviews
• Supporting advisers with a wide range of financial planning cases
• Assisting with more complex areas such as inheritance tax planning as your experience develops

About You

We're keen to speak with individuals who have:

• Approximately 12-24 months of genuine paraplanning experience
• Experience within a financial planning, wealth management or IFA environment
• Strong technical knowledge and report-writing ability
• A willingness to learn and develop technically
• Ambition to progress their career over the longer term
• Excellent attention to detail and organisational skills

Qualifications

• Level 4 Diploma qualification is not essential
• Part-qualified candidates are highly desirable
• Candidates must demonstrate a commitment towards achieving professional qualifications

What's on Offer?

• Salary of £40,000 - £45,000 depending on experience
• Hybrid working (typically one office day per week)
• Funded study materials and first exam sittings
• Exposure to a broad range of financial planning cases
• Supportive and collaborative team environment
• Clear long-term career progression opportunities, including a potential pathway into financial advice

Location

This role is based in Tring, Hertfordshire and would suit candidates commuting from areas such as:

Aylesbury, High Wycombe, Watford, Dunstable, Luton and surrounding locations.

Interested?

If you're looking for a role where you can build your technical expertise, continue your professional studies and work towards a successful long-term career in financial planning, we'd love to hear from you.

Apply now to be considered for this exciting Paraplanner opportunity.