Average Paraplanner salary in Hemel Hempstead

Paraplanner – Hybrid | Up to £45,000 | An opportunity to grow within a high-performing, client-focused wealth management team. A well-established and forward-thinking wealth management firm based in Berkhamsted is seeking an experienced Paraplanner to join its expanding team. This is a unique opportunity to be part of a collaborative environment where continuous development, professional excellence, and team-based success are at the core of the culture. With a strong focus on training, career progression, and technical upskilling, the firm supports individuals who are passionate about financial planning and eager to contribute to delivering exceptional client service. The successful candidate will work alongside Chartered Financial Planners, Investment Specialists, and Managing Directors in a role that combines technical depth with real career growth potential. Work Type: Hybrid – 3 days in-office (Tuesday to Thursday), 2 days remote (Monday and Friday) Hours: Full-time, 37.5 hours/week (Monday to Friday, 9:00am–5:30pm) Salary & Benefits Salary: £35,000 – £45,000 (depending on experience and qualifications) Holiday: 25 days annual leave plus bank holidays, with a holiday purchase scheme Pension: Contributory pension scheme with salary exchange benefits Additional Benefits: Life assurance (3x salary) Employee Assistance Programme Study support toward Level 4 Diploma and beyond Responsibilities Produce high-quality suitability reports for pensions, investments, and complex financial planning cases Draft advice letters and recommendations in line with FCA guidelines Support annual review meetings with tailored documentation and performance reports Conduct research using tools such as FE Analytics, CashCalc, and Defaqto Build detailed cash flow models to support client financial goals Respond to complex client and adviser queries with technical accuracy Maintain and update CRM systems (e.g. X-Plan, Intelligent Office) Collaborate with advisers and occasionally attend client meetings Ensure compliance with all relevant regulations and internal standards Requirements Minimum of 2 years’ paraplanning experience within an IFA or financial planning setting Diploma in Regulated Financial Planning (CII Level 4 or equivalent) or close to completing.  Excellent report writing and communication skills High attention to detail, strong organisational skills, and time management This is a fantastic opportunity for a skilled Paraplanner who thrives in a collaborative, knowledge-sharing culture with clear routes for growth. Those who are passionate about delivering outstanding client outcomes and developing their technical expertise are encouraged to apply.

Paraplanner - St Albans Full-time | Monday – Friday | 9:00am – 5:30pmSalary: Competitive (depending on experience)A highly regarded financial planning firm in St Albans is looking to recruit an experienced Paraplanner to support its growing team of financial advisers.This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers, preparing detailed recommendations, and playing a key role in delivering high-quality financial advice to clients.The RoleAs a Paraplanner, you will work closely with advisers and the wider support team to ensure clients receive well-researched and compliant financial planning recommendations. You will be responsible for report writing, research, and providing technical support across a variety of financial planning cases.Key ResponsibilitiesParaplanning & Technical SupportConduct research and analysis to support financial planning recommendationsPrepare and draft suitability reports for adviser reviewProvide technical support on pensions, investments, and protection productsBuild and maintain cashflow models to support financial planning adviceParticipate in regular case meetings with advisersClient & Case ManagementManage client requests including withdrawals, contributions, and policy amendmentsCommunicate with clients via phone and email to resolve queriesPrepare client review documentation and meeting packsProduce client summaries and supporting documentationAdministration & ComplianceMaintain accurate client records and ensure compliance documentation is up to dateUse CRM systems to manage workflows and track new business casesProcess and submit paperwork accurately and efficientlySupport the wider team with administrative tasks where requiredRequirementsLevel 4 Diploma in Regulated Financial PlanningPrevious paraplanning experience within a financial planning firmStrong knowledge of pensions, investments, and financial planning productsExcellent report writing and communication skillsStrong organisational skills and ability to manage multiple casesHigh attention to detail and accuracyPersonal AttributesProfessional and trustworthyProactive with a strong work ethicTeam player who collaborates well with advisers and colleaguesCommitted to delivering excellent client serviceThis is a great opportunity to join a professional and supportive financial planning team where your technical expertise will play an important role in delivering high-quality advice to clients.

Role and responsibilitiesWe are recruiting an experienced, high calibre Paraplanner for this award winning financial planning who are looking or a paraplanner. They require someone who can demonstrate a background of providing high level technical paraplanning including the production of cash flow models and high-quality suitability reports. The role will report to a paraplanning team leader, and the key areas of responsibility are as follows: Analyse client information and existing investments/policiesTax calculationsConstruct appropriate solutions for clients and make recommendations in conjunction with the advisersWrite suitability reports for cases of varying complexityRun cashflow models for clientsBe a point of contact for technical queries for colleagues and advisersCommunicating with clients on research and report timescalesAttend client meetings where requiredHelping to train other members of the teamPotentially getting involved in some project work to further improve our systems and processesLeading Pod meetingsUndertake peer reviews for the paraplanning team Essential attributes the successful candidate should possess The successful candidate will be confident dealing with HNW clients and professional connectionsand a natural problem solver. The role may suit an able career paraplanner who does not wish to beclient facing but does want to be a key individual within a thriving business. They will:  Demonstrate a strong technical knowledge and understanding of all financial products Be CII level 4 diploma qualified as a minimum and ideally working towards Chartered status Have a minimum of 3 years’ experience within a paraplanning role Have strong IT skills; experience of Curo, FE Analytics and Voyant advantageous Have a good attention to detail Be a good team player Excellent communication skills, both verbally and in writing Be comfortable with working in a fast-paced environment Be organised and able to manage a busy workload This is an excellent opportunity to join and award winning independent financial planning firm who believe in career development for all staff and the opportunity to grow and your career. They also offer hybrid working with only 2 days required in the office weekly.