Paraplanner

Paraplanner (Fixed-Term Contract – 6 to 12 Months) Immediate Start Available Location: Offices Near St Albans (Hertfordshire) Contract: Full-time | Fixed Term (6–12 months)Salary: £45,000 – £55,000 (Depending on Experience) Are you an experienced Paraplanner looking for a fixed-term opportunity with a dynamic and supportive team?We’re working with a highly regarded independent financial planning firm who are looking to appoint a Paraplanner on a 6–12 month fixed-term contract. This is an excellent opportunity to join a firm known for its personal, high-quality service to clients with portfolios ranging from £750,000 up to £70 million.You'll play a key role in supporting advisers through a busy period, helping to ensure the continued delivery of accurate, compliant, and high-value advice. Key Responsibilities:Writing suitability reports and financial plansConducting in-depth product and fund researchSupporting advisers with pensions, investments, protection, and estate planning casesLiaising with clients, providers, and internal teams to ensure seamless service deliveryEnsuring compliance with FCA regulations and internal procedures About You:Diploma qualified (Level 4) or close to completionAt least 2–3 years’ experience in a Paraplanning roleStrong knowledge of financial planning software, tools, and platformsExcellent written communication and attention to detailProactive and self-sufficient with a collaborative approachWhat’s On Offer:Competitive salary: £45,000–£55,000Flexible working options (hybrid or remote considered)Work alongside a highly respected team with an exceptional reputationImmediate start for the right candidatePlease send your CV or get in touch with Sam at to find out more.

Created: 2025-08-01