Technical Paraplanner

2 weeks ago

Berkhamsted, United Kingdom Ortus PSR Full time

Paraplanner – Hybrid | Up to £45,000 | An opportunity to grow within a high-performing, client-focused wealth management team. A well-established and forward-thinking wealth management firm based in Berkhamsted is seeking an experienced Paraplanner to join its expanding team. This is a unique opportunity to be part of a collaborative environment where continuous development, professional excellence, and team-based success are at the core of the culture. With a strong focus on training, career progression, and technical upskilling, the firm supports individuals who are passionate about financial planning and eager to contribute to delivering exceptional client service. The successful candidate will work alongside Chartered Financial Planners, Investment Specialists, and Managing Directors in a role that combines technical depth with real career growth potential. Work Type: Hybrid – 3 days in-office (Tuesday to Thursday), 2 days remote (Monday and Friday) Hours: Full-time, 37.5 hours/week (Monday to Friday, 9:00am–5:30pm) Salary & Benefits Salary: £35,000 – £45,000 (depending on experience and qualifications) Holiday: 25 days annual leave plus bank holidays, with a holiday purchase scheme Pension: Contributory pension scheme with salary exchange benefits Additional Benefits: Life assurance (3x salary) Employee Assistance Programme Study support tow...

  • Paraplanner

    2 weeks ago

    Berkhamsted, United Kingdom Ortus Psr Full time

    **Paraplanner** **Location: Berkhamsted** **Salary: £36,000 - £42,000** The opportunity for an experienced Paraplanner to join a fantastic Financial Services firm who focus on providing a high quality financial planning and investment management service. **Responsibilities**: - Technical support to our Adviser Team - Research the most suitable product...

  • Paraplanner - Hybrid Working

    2 days ago

    Berkhamsted, United Kingdom celo.associates Full time

    Paraplanner - Hybrid working Berkhamsted My client has a fantastic opportunity for a paraplanner to join their growing, dynamic, professional financial planning practice with an established local reputation. You will be able to work on all aspects of the financial planning process, take on varied responsibilities and be empowered beyond your job...

  • Paraplanner Manager

    2 days ago

    Berkhamsted, United Kingdom Heat Recruitment Full time

    LocationBerkhamsted Salary £50000 - £60000 TypePermanent WorkplaceOn-Site Ref89308 Paraplanner Manager Location: Berkhamsted (Hybrid Monday & Friday WFH) Salary: Up to £60,000 Hours: MonThu 9:0017:30, Fri 8:3017:00 About the Role We are seeking an experienced Paraplanner Manager to join our team in Berkhamsted, Hertfordshire. This is a key role supporting...

  • Paraplanner

    4 days ago

    Berkhamsted, United Kingdom mbf. Full time

    Our client is a highly regarded Financial Planning business with offices in Berkhamsted, Hertfordshire. Their current requirement is for a Paraplanner or Financial Planning Assistant to join the business to provide assistance to the Financial Planners on a daily basis. **The Job** - To provide office based administrative and technical support completing all...