Paraplanner – Route to Adviser, Near Hemel Hempstead, Hybrid Working, Salary: Up to £55,000 (DOE)
other jobs Financial Divisions
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- England,East of England,Hertfordshire
- Full Time, Permanent
- £50,000 - £55,000 per annum
Job Description:
Excellent Benefits & Supportive Culture
A highly regarded and growing IFA firm is looking for an experienced Paraplanner to join their collaborative team. This is a fantastic opportunity to work closely with advisers, gain exposure to high-quality clients, and play a key role in delivering excellent financial planning outcomes.
The Role
*Support advisers with research, analysis, and suitability reports
*Build and maintain cashflow models
*Prepare client review packs and documentation
*Manage client queries, withdrawals, and policy changes
*Attend client meetings where required
*Ensure accurate records and smooth case progression
What You’ll Need
*Level 4 Diploma (essential)
*Paraplanning experience within an IFA environment
*Strong knowledge of pensions, investments, and protection
*Excellent attention to detail and communication skills
*Ability to manage multiple cases efficiently
What’s on Offer
*Hybrid and flexible working
*Full admin support and structured processes
*Exposure to quality clients and complex cases
*A supportive, team-focused environment
*Genuine opportunity for career progression
If you’re a proactive Paraplanner looking to join a forward-thinking firm where you can make an impact, Please contact Sam at Financial Divisions.
A highly regarded and growing IFA firm is looking for an experienced Paraplanner to join their collaborative team. This is a fantastic opportunity to work closely with advisers, gain exposure to high-quality clients, and play a key role in delivering excellent financial planning outcomes.
The Role
*Support advisers with research, analysis, and suitability reports
*Build and maintain cashflow models
*Prepare client review packs and documentation
*Manage client queries, withdrawals, and policy changes
*Attend client meetings where required
*Ensure accurate records and smooth case progression
What You’ll Need
*Level 4 Diploma (essential)
*Paraplanning experience within an IFA environment
*Strong knowledge of pensions, investments, and protection
*Excellent attention to detail and communication skills
*Ability to manage multiple cases efficiently
What’s on Offer
*Hybrid and flexible working
*Full admin support and structured processes
*Exposure to quality clients and complex cases
*A supportive, team-focused environment
*Genuine opportunity for career progression
If you’re a proactive Paraplanner looking to join a forward-thinking firm where you can make an impact, Please contact Sam at Financial Divisions.
Job number 3552242
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Company Details:
Financial Divisions
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