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We’re looking for a Senior Paraplanner to join a progressive financial planning firm in Hatfield, where collaboration, development, and client care are at the heart of everything they do.
This is a fantastic opportunity for someone with a strong background in financial planning who’s ready to take on a senior role—supporting advisers, producing high-quality reports, and mentoring junior team members in a supportive, hybrid working environment.
Key Responsibilities
- Prepare detailed and compliant suitability reports across pensions, investments, and protection.
- Conduct comprehensive cashflow modelling.
- Provide technical research and analysis to support advisers.
- Maintain up-to-date knowledge of financial products and industry developments.
- Mentor and support the growth of a junior paraplanner.
- Communicate directly with clients where appropriate.
- Accurately manage client records using Salesforce and Microsoft Office tools.
- Essential: Previous experience in financial services
- Strong understanding of tax wrappers, pensions, and investment products.
- Proficient in Voyant, Salesforce, and Microsoft Word, Excel, Teams.
- Excellent report writing and communication skills.
- Detail-oriented with a strong analytical mindset.
- Passion for mentoring and developing others.
- Hybrid working.
- A supportive, growth-focused team culture.
- Opportunities for ongoing personal and professional development.
- Free on-site gym membership.
- Free on-site parking.
- Collaborative and open working environment.
JGA Recruitment Group Ltd ("We") are committed to equality of opportunity for all applications regardless of age, disability, sex, gender reassignment, sexual orientation, pregnancy and maternity, race, religion or belief and marriage and civil partnerships. We are also committed to protecting and respecting your privacy. We are a specialist Payroll and HR recruitment agency and recruitment business defined in the Employment Agencies and Employment Businesses Regulations 2003 (our business). These statements, together with our privacy notices, set out the basis on which any personal data we collect from you or that you provide to us will be processed by us.
