Hertford
Paraplanner Location: - Hertford. Full time, hybrid. Salary up to £40k DOE, with superb benefits. We are seeking a highly organised and detail-oriented Paraplanner to support our clients financial planning team. This role combines paraplanning duties with administrative support, ensuring smooth client servicing and efficient back-office operations. Paraplanner Key Responsibilities Paraplanning: • Prepare suitability reports, financial plans, and recommendations in line with FCA regulations., • Conduct product and fund research, including pensions, investments, and protection., • Assist in cash flow modelling and scenario analysis., • Liaise with financial advisers to clarify client objectives and strategy., • Manage client files and documentation in line with compliance standards., • Handle new business processing, including applications and provider follow-ups., • Maintain CRM systems and ensure accurate data entry., • Schedule client meetings and manage adviser diaries., • Respond to client queries and provide excellent service. Skills & Experience • Previous experience in a Paraplanning role., • Strong understanding of financial planning principles and FCA regulations., • Excellent written communication and report-writing skills., • Proficient in financial software., • Highly organised with strong attention to detail., • Ability to manage multiple tasks and meet deadlines. Qualifications • Diploma in Financial Planning (DipPFS) or working towards it., • Additional paraplanning or financial services certifications desirable. What our client can offer • Competitive salary and benefits package., • Support for professional development and qualifications., • Friendly, collaborative team environment., • Hybrid working.