Paraplanner

Paraplanner (Level 4 Qualified)Hertford | Full-time | £50,000 – £60,000 + Excellent Benefits We are currently working with a well-established, client-focused financial planning firm based in Hertford to recruit an experienced Paraplanner to join their growing team. This is an excellent opportunity for a technically strong and ethically driven individual who is looking to play a key role in supporting advisers within a collaborative and professional environment. The RoleAs a Paraplanner, you will work closely with the firm’s advisers, providing comprehensive technical support across a broad range of financial planning areas. Responsibilities will include: • Conducting detailed research to support client recommendations • Performing tax calculations across various planning scenarios • Preparing high-quality, fully compliant suitability reports (beyond standard cases such as Bed & ISA and fund switches) • Supporting advisers across pensions, investments, and inheritance tax planning • Contributing to the ongoing development of client strategies This role requires someone who can work independently while also being an integral part of a close-knit team. About You • Level 4 Diploma qualified (essential) • Proven experience in a paraplanning role within financial services • Strong technical knowledge across pensions, investments, and tax planning • High ethical standards and attention to detail • Ability to manage workload independently and meet deadlines • Team-oriented mindset with excellent communication skills Technical skills: • Proficient in Intelligent Office (essential) • Experienced with FE Analytics (essential) • Familiarity with Genovo (preferred) The Firm • Boutique financial planning firm with 4 advisers • Expertise across pensions, investments, inheritance tax planning, and employee benefits • Clients include private individuals, limited companies, and charities • Business generated exclusively through referrals and professional connections Salary & Benefits • Basic salary: £50,000 – £60,000 (dependent on experience) • Christmas bonus • Tax-free bonuses up to £3,600 per annum via Employee Ownership Trust • 7% employer pension contributions (band earnings) • Group life assurance • Income protection scheme Working Arrangement • Office based in Hertford • Hybrid working available (typically 1 day per week from home) • During the first 6 months, a stronger office presence is expected to support onboarding and integration Apply NowIf you are an experienced Paraplanner looking to join a supportive and highly regarded firm where your expertise will be valued, we would love to hear from you.