Paraplanner - St Albans Full-time | Monday – Friday | 9:00am – 5:30pm
Salary: 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 Support
*Conduct research and analysis to support financial planning recommendations
*Prepare and draft suitability reports for adviser review
*Provide technical support on pensions, investments, and protection products
*Build and maintain cashflow models to support financial planning advice
*Participate in regular case meetings with advisers
Client & Case Management
*Manage client requests including withdrawals, contributions, and policy amendments
*Communicate with clients via phone and email to resolve queries
*Prepare client review documentation and meeting packs
*Produce client summaries and supporting documentation
Administration & Compliance
*Maintain accurate client records and ensure compliance documentation is up to date
*Use CRM systems to manage workflows and track new business cases
*Process and submit paperwork accurately and efficiently
*Support the wider team with administrative tasks where required
Requirements*Level 4 Diploma in Regulated Financial Planning
*Previous paraplanning experience within a financial planning firm
*Strong knowledge of pensions, investments, and financial planning products
*Excellent report writing and communication skills
*Strong organisational skills and ability to manage multiple cases
*High attention to detail and accuracy
Personal Attributes*Professional and trustworthy
*Proactive with a strong work ethic
*Team player who collaborates well with advisers and colleagues
*Committed to delivering excellent client service
This 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.