Are you a newly qualified Paraplanner looking to build your career in a supportive, forward-thinking wealth management firm?

This is a fantastic opportunity to join a highly professional team in Berkhamsted, where you’ll work closely with Chartered Financial Planners, Wealth Advisers, and Investment Specialists to deliver exceptional client outcomes.

The Role

As a Technical Paraplanner / Analyst, you will:

• Draft tailored advice reports and recommendation letters across pensions, investments, drawdown, and retirement planning
• Support annual client review preparation and documentation
• Build and interpret detailed cashflow models and financial forecasts
• Conduct technical research to support complex recommendations
• Provide technical support for adviser queries and client planning scenarios
• Liaise directly with clients and occasionally attend in-house client meetings
• Capture accurate notes from meetings to assist in advice delivery

About You

We are looking for a motivated and detail-driven individual who has:

Level 4 Diploma in Regulated Financial Planning (essential)

Strong technical understanding of the financial planning process

Excellent written and verbal communication skills

Confidence engaging with clients and colleagues

Advanced IT skills, including Word, Excel, Outlook (experience with X-Plan, Intelligent Office, or cashflow software advantageous)

The ability to work both independently and as part of a team

Desirable:

• Experience supporting advisers or advice teams
• Exposure to high-net-worth clients and complex planning scenarios
• Progression towards Chartered or Certified Financial Planner status

What’s on Offer

• A competitive salary package, dependent on experience
• Structured career development and support toward further qualifications
• The chance to work closely with senior advisers and directors on high-quality client cases
• A collaborative, professional environment where your input is valued
• Exposure to a wide range of financial planning areas, giving you breadth and depth in your technical development

To apply, or for a confidential discussion, please contact:

Ryan at Financial Divisions