Full job descriptionParaplanner – Route to Manager or IFA
Hitchin / Stevenage | Up to £45,000 | Hybrid | Excellent Benefits
Are you an experienced Paraplanner looking for a long-term opportunity with an established and successful Independent Financial Advisory firm.
We are working with a well-established IFA firm in the Hitchin / Stevenage area that is looking to appoint an experienced Paraplanner to join its growing team.
This is an excellent opportunity for someone with a strong background within the IFA environment who enjoys the technical and analytical side of financial planning and is looking to build a long-term career within a supportive team.
The Role
You will work closely with Financial Advisers and the wider support team, providing high-quality technical and administrative support across a broad range of financial planning cases.
The role will include:
*Preparing high-quality suitability reports and financial planning recommendations
*Conducting research and analysing financial products and investments
*Preparing cash-flow and financial planning analysis
*Completing product and investment research
*Preparing illustrations and supporting documentation
*Working closely with Advisers from initial client meeting through to implementation
*Liaising with providers, platforms and other third parties
*Ensuring client files and documentation meet regulatory requirements
*Supporting the delivery of excellent client outcomes
*Using technology and AI tools to improve efficiency and enhance the paraplanning process
About You
We are looking for an experienced Paraplanner who has ideally spent 5+ years working within an IFA environment and has a strong understanding of the financial planning process.
You will ideally have:
*5+ years’ IFA / financial services experience
*Level 4 Diploma in Financial Planning, or be close to achieving it
*Strong technical paraplanning experience
*Excellent knowledge of pensions, investments and financial planning
*Strong attention to detail and excellent report-writing skills
*Confidence communicating with Advisers, providers and colleagues
*A confident, personable and professional approach
*Good understanding of FCA requirements and compliant financial planning
*A genuine interest in technology and the ability to confidently use AI and modern financial planning tools
*A desire to develop within a long-term paraplanning/support role
This would suit someone who enjoys being a highly valued technical member of an IFA team and who is looking to establish themselves in a stable, long-term position rather than necessarily progressing into an Adviser role.
What’s on Offer?
*Salary up to £45,000, depending on experience and qualifications
*Hybrid working
*Excellent benefits package
*Supportive and established IFA environment
*Opportunity to work closely with experienced Advisers
*Modern approach to technology and AI
*Long-term career opportunity
*Professional development and support
*A genuinely valued position within the business
Location: Hitchin / Stevenage
Salary: Up to £45,000 DOE
Working pattern: Hybrid
Sector: Independent Financial Advice / Wealth Management
Role: Paraplanner
If you are an experienced Paraplanner looking for a stable, well-paid opportunity with an established IFA, we’d love to hear from you.
Apply now for a confidential conversation about the role.