Be Part of a Growing IFA Journey | Supportive Culture | Clear Progression
A highly regarded and forward-thinking Independent Financial Advice firm, with offices near Hemel Hempstead, is seeking an experienced Paraplanner to join their expanding team.
This is more than just a paraplanning role — it’s an opportunity to be part of a business on a growth journey, where your input is valued, your development is supported, and your career can genuinely progress.
Whether you’re an established Paraplanner looking for your next challenge, or someone with aspirations to step into an Adviser role longer term, this firm offers the platform, mentorship, and culture to help you get there.


Why Join This Firm?
*Be part of a journey – join a growing business where you can make a real impact
*Work alongside highly experienced Advisers and Paraplanners
*A genuinely supportive and collaborative culture (no silos or egos)
*Strong focus on quality advice and long-term client relationships
*A business that invests in its people, not just its clients


The Role
You will play a central role in supporting the advice process, working closely with advisers to deliver tailored, high-quality financial planning solutions.
Your responsibilities will include:
*Producing detailed research, analysis, and suitability reports
*Building and maintaining cashflow models to support client recommendations
*Preparing client review packs and meeting documentation
*Managing client servicing tasks including withdrawals, policy changes, and queries
*Attending client meetings where appropriate, gaining valuable exposure
*Ensuring all cases are processed efficiently with accurate record-keeping and compliance


What You’ll Need
*Level 4 Diploma in Financial Planning (essential)
*Proven experience within a Paraplanning role in an IFA environment
*Strong technical knowledge across pensions, investments, and protection
*Excellent attention to detail and high-quality report writing skills
*Strong organisational skills with the ability to manage multiple cases
*A proactive, team-oriented mindset


What’s on Offer
*Salary up to £55,000 (DOE)
*Hybrid and flexible working (typically 2–3 days from home)
*Excellent benefits package
*Full administrative support and structured processes
*Exposure to high-quality clients and more complex planning work
*A clear and supported career progression pathway (including potential route to Adviser)
*A positive, inclusive, and team-focused working environment


Who This Role Suits
This role is ideal for:
*An experienced Paraplanner looking for a fresh challenge in a growing firm
*Someone who values team culture and long-term career development
*A technically strong individual who wants to broaden their exposure and influence
*A Paraplanner with aspirations to progress in the future


Ready to be part of something bigger?
If you’re looking to join a firm where your contribution matters and your career can truly develop, please contact Sam at Financial Divisions for a confidential discussion.