Paraplanner

Up to £60,000 + Bonus

Boutique Independent Financial Services Firm

Hertford | 1 day from home after onboarding

Looking for a Paraplanning role where you can truly get stuck into technical work and feel part of a close-knit, high-quality team?

We’re working with a well-established boutique financial services firm known for strong client relationships, an ethical approach and excellent staff retention.

All work is referral-based, giving you the time and space to focus on delivering thoughtful, detailed financial planning rather than volume.

The paraplanners within the team work collaboratively with the advisers and also benefit from full technical administrative support

Client Overview

You’ll be joining a team of four advisers, supported by paraplanners and administrators, working across pensions, investments, inheritance tax planning and employee benefits.

They’re looking for a technically strong Paraplanner who takes pride in high-quality work and wants to be part of a business where their contribution really matters.

The culture is professional and genuinely supportive. People enjoy working here and it shows in their long tenure.

We’ve placed multiple people into this business over the years, and they are still there today, progressing, thriving and feeling genuinely supported.

Role Details

You’ll work closely with advisers, taking ownership of the technical side of financial planning and supporting a wide range of client scenarios, far beyond simple cases.

• Carrying out detailed research using tools such as FE Analytics
• Preparing high-quality, bespoke suitability reports across complex cases
• Supporting advisers with tax calculations and technical planning
• Producing cashflow modelling and analysis
• Working collaboratively with advisers while benefiting from full admin support
• Opportunity to attend client meetings and be involved in discussions if desired

What They’re Looking For

• Level 4 Diploma qualified (highly desirable or working towards as a minimum)
• Strong paraplanning experience within financial services
• Comfortable working on complex, varied cases
• High attention to detail and strong ethical standards
• Able to work independently while being part of a close-knit team
• Experience with Intelligent Office and FE Analytics, Genovo beneficial

Salary & Benefits

• £50,000 to £60,000 salary depending on experience
• Christmas bonus
• Tax-free bonus scheme up to £3,600 per year via Employee Ownership Trust
• 7% employer pension contribution
• Group life assurance
• Income protection
• Hybrid working, typically 1 day from home after initial onboarding period

Progression & Development

This firm has a strong track record of developing its team, including supporting Paraplanners through to Chartered status and, where desired, into advice.

You’ll be encouraged to grow your technical expertise and play a key role in the planning process from day one.

If you’re a Paraplanner who enjoys technical, meaningful work and wants to be part of a genuinely supportive and established business, this is a great opportunity to explore.