Paraplanner – Wealth Management | Up to £45,000 + Excellent Benefits | Near Hitchin
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Added before 5 Days
- England,East of England,Hertfordshire
- Full Time, Permanent
- £40,000 - £45,000 per annum
Job Description:
Location: Offices based near Hitchin
Employment Type: Full-time, Permanent
Salary: Up to £45,000 (depending on experience) + excellent benefits
The Opportunity
An established and highly regarded Wealth Management firm is looking to welcome an experienced Paraplanner to its growing team.
This is a fantastic opportunity for a technically strong paraplanner with a passion for investments and financial planning. You’ll play a key role in supporting Financial Planners, delivering high-quality, compliant advice while working in a collaborative and supportive environment.
There is also a clear route to Adviser for those looking to progress their career.
Key Responsibilities
*Produce high-quality, compliant suitability reports (with a focus on pensions & investments)
*Support Financial Planners with client meeting preparation, including cashflow modelling and scenario planning
*Maintain accurate and compliant client records in line with FCA standards
*Assist with portfolio reviews and ongoing investment management
*Provide general paraplanning and administrative support
About You
*Proven experience as a Paraplanner within a Wealth Management or Financial Planning firm
*Strong interest in investments and portfolio management
*Demonstrated experience writing suitability reports to a high standard
*Excellent written communication skills with strong attention to detail
*Solid understanding of UK regulatory requirements and suitability standards
*Ability to work both independently and collaboratively
*Experience using Intelligent Office / Intelliflo and Genovo
*Familiarity with research tools such as Morningstar or FactSet (advantageous)
Qualifications
*Diploma qualified (CII Level 4 or equivalent – CISI also considered)
What’s on Offer
*Competitive salary up to £45,000
*Excellent benefits package
*Study support and ongoing professional development
*Clear progression pathway to Financial Adviser
*Friendly, supportive, and professional team culture
Why Apply?
This is an opportunity to join a firm that genuinely values its people, encourages development, and supports long-term career growth. You’ll be part of a collaborative team where your technical expertise is recognised and your progression is actively supported.
Please contact Sam at Financial Divisions for more information for this role, thank you.
Employment Type: Full-time, Permanent
Salary: Up to £45,000 (depending on experience) + excellent benefits
The Opportunity
An established and highly regarded Wealth Management firm is looking to welcome an experienced Paraplanner to its growing team.
This is a fantastic opportunity for a technically strong paraplanner with a passion for investments and financial planning. You’ll play a key role in supporting Financial Planners, delivering high-quality, compliant advice while working in a collaborative and supportive environment.
There is also a clear route to Adviser for those looking to progress their career.
Key Responsibilities
*Produce high-quality, compliant suitability reports (with a focus on pensions & investments)
*Support Financial Planners with client meeting preparation, including cashflow modelling and scenario planning
*Maintain accurate and compliant client records in line with FCA standards
*Assist with portfolio reviews and ongoing investment management
*Provide general paraplanning and administrative support
About You
*Proven experience as a Paraplanner within a Wealth Management or Financial Planning firm
*Strong interest in investments and portfolio management
*Demonstrated experience writing suitability reports to a high standard
*Excellent written communication skills with strong attention to detail
*Solid understanding of UK regulatory requirements and suitability standards
*Ability to work both independently and collaboratively
*Experience using Intelligent Office / Intelliflo and Genovo
*Familiarity with research tools such as Morningstar or FactSet (advantageous)
Qualifications
*Diploma qualified (CII Level 4 or equivalent – CISI also considered)
What’s on Offer
*Competitive salary up to £45,000
*Excellent benefits package
*Study support and ongoing professional development
*Clear progression pathway to Financial Adviser
*Friendly, supportive, and professional team culture
Why Apply?
This is an opportunity to join a firm that genuinely values its people, encourages development, and supports long-term career growth. You’ll be part of a collaborative team where your technical expertise is recognised and your progression is actively supported.
Please contact Sam at Financial Divisions for more information for this role, thank you.
Job number 3648536
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Company Details:
Financial Divisions
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