Paraplanner St Albans £45,000 - £55,000 + Benefits
An established financial services business is looking to recruit an experienced Paraplanner to support its growing financial planning team.
This is an excellent opportunity for someone who enjoys the technical side of financial planning, producing high-quality client recommendations and working closely with financial advisers.
The Role
You will provide paraplanning support across a range of financial planning cases, helping advisers deliver suitable recommendations and maintain high standards of client service and compliance.
Responsibilities will include:
Researching financial products and preparing suitability reports.
Supporting advisers with recommendations across pensions, investments and protection.
Preparing cashflow models and client review documentation.
Providing technical support on calculations and complex queries.
Liaising with advisers to manage case progress and deadlines.
Preparing client-facing reports and financial planning summaries.
Supporting client requests and policy amendments.
Maintaining accurate client records and compliance documentation.
About You
Previous experience in a Paraplanner role within financial services.
Good technical knowledge of pensions, investments and protection.
Strong report-writing and analytical skills.
Excellent attention to detail and organisational ability.
Comfortable managing multiple cases and deadlines.
A proactive approach and the ability to work collaboratively with advisers and colleagues.
Level 4 Diploma in Financial Planning desirable but not essential for experienced candidates.
What's on Offer?
Competitive salary, depending on experience.
25 days' annual leave, plus a birthday day off.
Company pension.
Options to purchase additional annual leave.
Electric vehicle salary sacrifice scheme.
Support with professional development and further qualifications.
Opportunities for career progression.
A supportive team environment.
Interested? If you're an experienced Paraplanner considering your next career move, get in touch for a confidential discussion.