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Employment Type: Full-Time | Hybrid (2 days WFH)
Our client, a highly regarded financial planning firm near Hemel Hempstead, is looking for an experienced Technical Paraplanner to join their collaborative and friendly team. This is an exciting opportunity to work in a business that prioritises exceptional client service and team cohesion.You’ll be working closely with Managing Directors, Chartered Financial Planners, Wealth Advisers, and Investment Specialists to provide high-quality advice and technical support to a loyal and growing client base.Key Responsibilities:Drafting detailed advice letters and suitability reports covering pensions, investments, and income drawdownPreparing comprehensive review documents and content for annual client meetingsCreating accurate and insightful cashflow models to support financial planning recommendationsConducting in-depth technical research for client strategiesProviding technical assistance on complex client queriesCollaborating with internal teams to ensure seamless client serviceAttending occasional client meetings (most meetings are held in-house)Required Skills & Experience:Diploma in Financial Planning (Level 4 qualified)Strong understanding of the financial planning processExcellent written and verbal communication skillsHigh attention to detail and strong analytical abilitiesAbility to manage multiple priorities and deadlinesAdvanced Microsoft Office skills (especially Word & Excel)Experience using industry CRM/back-office systems (e.g., X-Plan, Intelligent Office)Comfortable taking meeting notes and liaising directly with clientsFamiliarity with cashflow modelling toolsDesirable Attributes:Experience supporting senior advisers or advisory teamsStrong technical knowledge of pensions and investmentsExperience with high-net-worth clients and complex financial planning needsProven track record in producing bespoke, technically detailed reportsWhat Makes This Opportunity Stand Out:A collaborative and professional working environmentOpportunity to work alongside highly experienced professionalsExposure to diverse and complex client scenariosA quality-driven culture with a strong focus on personalized client serviceThis is the perfect role for a technically proficient Paraplanner who thrives in a team-oriented environment and is eager to make a meaningful impact at a reputable financial planning firm.If you are ready to take the next step in your career, apply today by reaching out to Joanna at Financial Divisions.
