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Job Title: Paraplanner

Location: Hertfordshire

Salary: £30,000 - £37,000

Benefits: Exams paid for, Company pension, progression opportunities, bonus opportunities

My client is a long-established Wealth Management company in Hertfordshire, who have over 23 years of experience. Due to increasing demand they are now looking for an experienced paraplanner to join the team.

You'll be working with a team of financial advisers through research, calculations and report writing, working to strict deadlines and the regulatory framework in a timely matter. You will receive structured training and clear development objectives that you will be expected to meet.

The right candidate will get the opportunity to work for a well established and growing practice that offers great progression opportunities and excellent benefits.

Responsibilities include:

Collating client product information from providers and reporting this in a clear and professional manner

Documenting all correspondence to and from providers.

Charges comparison analysis using in house software

Ability to complete manual financial calculations e.g. tax calculations, projections, etc.

Producing suitability letters and presentation material in line with company standards

Working with compliance teams to ensure recommendations are viable

Consulting with compliance teams and internal contacts for difficult cases

Comparing fund performance using analysis to present to clients

Processing and recording business transactions

Keeping a high level of documentation standards on each case

Keeping abreast of regulatory and internal guidance

Supporting the adviser teams with all financial planning, creating the most tax efficient and beneficial structure for each individual client

Dealing with multiple advisers and holding regular review meetings with them

Training other members of the team on an ongoing basis

Technical meeting preparation of clients files and agendas.


Minimum 3 years experience in a paraplanning role

Excellent communication and interpersonal skills

Attention to detail

Excellent time management and organisational skills

Ability to work under pressure and to strict deadlines

Pro-active, self motivated and able to work under own initiative.

Level 4 Diploma in Financial Planning

Achieved or working towards chartered status is preferable.

Required skills

  • Compliance
  • Documentation
  • Paraplanning
  • Reporting
  • Research

Reference: 34162340

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