Paraplanner Opportunities, Join a Respected Wealth Management Firm, Near Hemel Hempstead, Hybrid

Location: Offices near Hemel Hempstead

Employment Type: Full-Time | Hybrid (2 days WFH)

Technical Paraplanner - up to £65,000

Qualified Paraplanner - up to £45,000

Are you an experienced Paraplanner looking to work within a high-quality, client-focused wealth management firm? Our client, a well-established and highly respected financial planning business near Hemel Hempstead, is looking to expand their team with two key hires:

Technical Paraplanner - a senior, technically astute individual who can confidently support complex financial planning needs

Qualified Paraplanner - a developing professional with a solid foundation in financial planning, ready to grow and contribute

This is a rare opportunity to join a firm that places long-term client relationships and team cohesion at the centre of their success.

Key Responsibilities (Both Roles, With Technical Paraplanner Taking the Lead On More Complex Cases):

Drafting tailored advice letters and suitability reports across pensions, investments, and drawdown strategies

Preparing high-quality review packs and meeting documentation

Supporting advisers with accurate and insightful cashflow modelling

Conducting technical research to support advice recommendations

Assisting with complex client queries and technical planning scenarios

Collaborating closely with advisers, investment specialists, and support teams

Attending occasional client meetings (primarily in-house)

Ideal Candidates Will Have:

Level 4 Diploma in Financial Planning (or working towards for the Qualified Paraplanner role)

A strong grasp of the financial planning process and advice lifecycle

Excellent written and verbal communication skills

Solid attention to detail and ability to manage multiple priorities

Familiarity with financial planning software (e.g. X-Plan, Intelligent Office)

Experience with cashflow modelling tools is desirable

Desirable for the Technical Paraplanner Role:

Chartered Financial Planner or Certified Financial Planner designation

Strong technical knowledge of pensions, investments, and taxation

Experience working with HNW individuals and complex planning scenarios

Proven ability to produce bespoke, detailed reports and recommendations

Confident in supporting senior advisers and client meetings directly

Why Join This Firm?

Friendly, professional, and collaborative culture

Exposure to complex and rewarding client work

A business that prioritises quality advice and long-term client care

Opportunities to grow technically and professionally alongside experienced planners

Whether you're an experienced Technical Paraplanner ready for a new challenge, or a strong Level 4 Qualified Paraplanner looking to take the next step, this firm offers a supportive and structured environment where your contribution will be truly valued.

Apply now to be considered for either opportunity by Sam at Financial Divisions.