Full-time | Monday – Friday | 9:00am – 5:30pm

Salary: Competitive (depending on experience)

A highly regarded financial planning firm in St Albans is looking to recruit an experienced Paraplanner to support its growing team of financial advisers.

This is an excellent opportunity for a technically strong paraplanner who enjoys working closely with advisers, preparing detailed recommendations, and playing a key role in delivering high-quality financial advice to clients.

As a Paraplanner, you will work closely with advisers and the wider support team to ensure clients receive well-researched and compliant financial planning recommendations. You will be responsible for report writing, research, and providing technical support across a variety of financial planning cases.

Paraplanning & Technical Support

• Conduct research and analysis to support financial planning recommendations
• Prepare and draft suitability reports for adviser review
• Provide technical support on pensions, investments, and protection products
• Build and maintain cashflow models to support financial planning advice
• Participate in regular case meetings with advisers

Client & Case Management

• Manage client requests including withdrawals, contributions, and policy amendments
• Communicate with clients via phone and email to resolve queries
• Prepare client review documentation and meeting packs
• Produce client summaries and supporting documentation

Administration & Compliance

• Maintain accurate client records and ensure compliance documentation is up to date
• Use CRM systems to manage workflows and track new business cases
• Process and submit paperwork accurately and efficiently
• Support the wider team with administrative tasks where required

• Level 4 Diploma in Regulated Financial Planning
• Previous paraplanning experience within a financial planning firm
• Strong knowledge of pensions, investments, and financial planning products
• Excellent report writing and communication skills
• Strong organisational skills and ability to manage multiple cases
• High attention to detail and accuracy

• Professional and trustworthy
• Proactive with a strong work ethic
• Team player who collaborates well with advisers and colleagues
• Committed to delivering excellent client service

This is a great opportunity to join a professional and supportive financial planning team where your technical expertise will play an important role in delivering high-quality advice to clients.