Paraplanner

Salary: £40,000 - £45,000 per annum

Location: Berkhamsted (Hybrid working)

Hours: Full-Time, 37.5 hours per week, Mon - Fri, 9:00am - 5:30pm

We’re looking for an experienced Paraplanner to join a well-established financial services firm based in Berkhamsted.

If you have a strong background in paraplanning or financial services and are looking to develop your career with a company that values your expertise, we want to hear from you! This role offers a mix of office-based and hybrid working arrangements after training.

Key Responsibilities:

• Draft Suitability Reports (New Money, Fund Switches, Pension Transfers, etc.)
• Conduct financial product research using tools like FE Analytics, Cashcalc, and Defaqto
• Manage new business submissions and complete data entry tasks
• Prepare meeting documentation and assist advisers in client communications
• Act as a point of contact for clients and providers when advisers are unavailable
• Ensure adherence to compliance standards in all activities
• Maintain CRM systems (e.g., XPlan, Intelligent Office)

The Ideal Candidate Will Have:

Essential:

• 2+ years' experience as a Paraplanner or in a similar role within the financial services sector
• GCSE English & Maths (Grade C or above)
• Strong skills in Microsoft Office (Excel, Word, PowerPoint, Outlook)
• Excellent communication skills (both written and verbal)
• Strong attention to detail and organisational skills
• Ability to analyse and interpret numerical data

Desirable:

• CII Level 4 Diploma or working towards it (R01-R06)
• Familiarity with XPlan, Intelligent Office, or similar CRM systems
• Experience in an IFA environment

Why Work With Us?

• Hybrid working - 3 days in the office, 2 days from home after training
• Competitive salary between £35,000 - £45,000 (depending on experience)
• Generous benefits package including:
• 25 days holiday (plus bank holidays)
• Life Cover (3x salary)
• Pension Scheme (with salary exchange)
• Holiday Purchase Scheme
• Employee Assistance Programme
• Study support for Level 4 Diploma
• Staff Referral Scheme