Paraplanner

Experienced Paraplanner – Wealth Management / Financial Planning

Hybrid

Bishops Stortford

Competitive salary and a comprehensive benefits package including exam support

Are you a detail-oriented Paraplanner with a passion for delivering high-quality financial planning support?

Join a dynamic and client-focused Wealth Management firm, where your expertise will directly contribute to shaping the financial futures of its valued clients.

Overview

A well-established, forward-thinking Wealth Management firm committed to delivering tailored financial advice to high-net-worth individuals, families, and business owners, with a strong emphasis on professionalism, integrity, and innovation, supporting its clients through every stage of their financial journey.

Paraplanner Role:

As an experienced Paraplanner, you will work closely with Financial Advisers to provide high-level technical support and ensure the delivery of compliant, accurate, and personalised financial advice.

Paraplanner Key Responsibilities:

• Conduct in-depth research and analysis across pensions, investments, tax planning, protection, and IHT/estate planning
• Prepare high-quality suitability reports in line with regulatory and internal standards
• Interpret fact-finds, risk profiles, and financial data to develop comprehensive planning strategies
• Liaise with product providers and internal stakeholders to gather accurate information
• Keep up to date with industry trends, legislation changes, and technical knowledge

Paraplanner Requirements:

• Minimum 3 years’ experience as a Paraplanner within a Wealth Management or Financial Planning environment
• Level 4 Diploma qualified preferred (DipPFS or equivalent) – working towards Chartered status is desirable
• Strong technical knowledge of pensions, investments, tax, and estate planning
• Excellent written communication and analytical skills
• High attention to detail, with the ability to manage multiple cases and deadlines
• Proficient in financial planning software

What’s On Offer:

• Competitive negotiable salary (commensurate with experience)
• Annual performance bonus
• Flexible/hybrid working options
• 25 days holiday + bank holidays (increasing with service)
• Professional development support, including exam sponsorship and study leave