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Full-Time | Hybrid Working | Full Study Support | Excellent Benefits | Career Progression
Are you a Diploma-qualified Paraplanner or actively working towards your Level 4 qualification and seeking the next step in your career?
An exceptional opportunity has arisen with a highly respected, independent financial advisory firm based in St Albans, known for its technical expertise and long-standing client relationships. The firm has experienced consistent and impressive growth over the last 15 years and is now looking to appoint a Junior Paraplanner on a clear, proven path toward a Paraplanner Manager position.
What makes this role stand out?
- £45,000 - £52,000 salary depending on experience
- Full study support and structured training programme
- Hybrid working (3 days in the office, 2 from home after probation)
- Supportive and family-orientated culture
- Excellent benefits including a wellbeing suite
- Route to Adviser or Paraplanner Manager roles
The Firm:
This is a well-established IFA business that advises on Pensions, Investments, Retirement Planning, IHT, Tax Planning, Trusts, Mortgages, and Protection. They maintain a strong local presence in Hertfordshire and pride themselves on client loyalty and community reputation.
Role Responsibilities:
As a Paraplanner, you will work closely supporting a very successful Advisor- gaining exposure to complex planning strategies. Responsibilities include:
- Attending client meetings and taking detailed notes
- Writing high-quality, compliant suitability reports
- Conducting product research and supporting advice recommendations
- Preparing cashflow models and investment analysis
- Liaising with providers and investment partners
- Maintaining accurate client records and preparing for annual reviews
- Supporting the client journey through scheduling and documentation
Ideal Candidate:
- Diploma Level 4 qualified (or working towards)
- Previous experience in a Paraplanning or technical support role within an IFA
- Strong attention to detail with a desire to progress
- Exposure to pensions, drawdown, or complex financial planning is advantageous
- Ambition to develop into a lead Paraplanner or Adviser
This is an outstanding opportunity for someone who thrives in a technically focused, professional environment and is motivated by the chance to grow their career within a supportive and expanding firm.
To apply or learn more, please contact Sam Negbenebor at Financial Divisions.
