St Albans
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 plans, • Conducting in-depth product and fund research, • Supporting advisers with pensions, investments, protection, and estate planning cases, • Liaising with clients, providers, and internal teams to ensure seamless service delivery, • Ensuring compliance with FCA regulations and internal procedures About You: • Diploma qualified (Level 4) or close to completion, • At least 2–3 years’ experience in a Paraplanning role, • Strong knowledge of financial planning software, tools, and platforms, • Excellent written communication and attention to detail, • Proactive and self-sufficient with a collaborative approach What’s On Offer: • Competitive salary: £45,000–£55,000, • Flexible working options (hybrid or remote considered), • Work alongside a highly respected team with an exceptional reputation, • Immediate start for the right candidate Please send your CV or get in touch with Sam at to find out more.