Paraplanner
2 weeks ago
Job Title: ParaplannerLocation: Hertfordshire (Hybrid Working Available)Employment Type: Full-time Job Description:A well-established and professional financial planning firm in Hertfordshire is seeking a dedicated and detail-oriented Paraplanner to join their growing team. This is a hybrid role offering a balance of office-based and remote work. The successful candidate will work closely with experienced financial advisers to prepare tailored financial plans and reports for clients. Key Responsibilities Conduct in-depth research on financial products and market options Draft clear, compliant, and well-structured financial reports and recommendations Maintain and update detailed client files and records Support advisers in preparing for client meetings and follow-up documentation Perform financial analysis to support the development of strategic advice Ensure all client advice and documentation complies with FCA regulations and internal policies Liaise with providers and other third parties as needed Qualifications & Skills Strong knowledge of financial planning, investments, and financial products Experience in Pensions, Investments and IHT planning Excellent analytical and numerical skills High proficiency in report writing and document presentation Exceptional attention to detail and organisational skills Strong verbal and written communication skills Ability to work both independently and as part of a team Previous experience in a paraplanning role or relevant financial qualifications (e.g., CII Diploma in Financial Planning or working towards it) is advantageous Benefits Hybrid working model Opportunity to work alongside highly experienced advisers Supportive and collaborative work environment Career progression and continued professional development #J-18808-Ljbffr
-
Paraplanner
7 days ago
Hertford, United Kingdom Ortus PSR Full timeAn IFA firm is looking to take on a Paraplanner to assist 2 Advisers with their HNW clients from their Hertford office. The Directors are looking to take on either take a Junior Paraplanner / Technical IFA Admin (Salary £30,000 - £35,000 ) or a Diploma level4 Qualified Paraplanner (Salary Up to £45,000) that has completed suitability reports and dealt...
-
Paraplanner
7 days ago
Hertford, United Kingdom Ten2Two Full timeOverview Paraplanner / Financial Advisor Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships. Our Client Our client is a boutique...
-
Paraplanner
3 weeks ago
Hertford, United Kingdom Ten2Two Full timeParaplanner / Financial AdvisorLooking to bring your financial planning expertise to a flexible role where you can make a real impact?This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships.Our ClientOur client is a boutique financial advisory...
-
Paraplanner
3 days ago
Hertford, United Kingdom Ten2Two Ltd Full timeParaplanner / Financial Advisor Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values‑led wealth management business that prides itself on personal service, integrity, and long-term client relationships. Our Client Our client is a boutique financial...
-
Paraplanner
1 week ago
Hertford, United Kingdom Tempest Jones Full timeParaplanner Specific Responsibilities: - Writing Financial Planning Reports for planners to present to clients - Supporting the Advisers by conducting research on products and helping find the right solutions for clients - Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day-to-day queries -...
-
Paraplanner
1 day ago
Hertford, United Kingdom Ten2Two Ltd Full timeParaplanner / Financial AdvisorLooking to bring your financial planning expertise to a flexible role where you can make a real impact?This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on personal service, integrity, and long-term client relationships.Our ClientOur client is a boutique financial advisory...
-
Paraplanner
2 weeks ago
Hertford, United Kingdom Ten2Two Ltd Full timeParaplanner / Financial AdvisorIncrease your chances of reaching the interview stage by reading the complete job description and applying promptly.Looking to bring your financial planning expertise to a flexible role where you can make a real impact?This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on...
-
Paraplanner
7 days ago
Hertford, United Kingdom Ten2Two Ltd Full timeParaplanner / Financial AdvisorIncrease your chances of reaching the interview stage by reading the complete job description and applying promptly.Looking to bring your financial planning expertise to a flexible role where you can make a real impact?This is a fantastic opportunity to join a small, values-led wealth management business that prides itself on...
-
Paraplanner
2 weeks ago
Hertford, United Kingdom Ortus PSR Full timeAre you looking for a an opportunity to work with a IFA firm involved in holistic Financial Planning? A IFA firm in Hertford are looking to take on Paraplanner to support an Adviser with full research and suitability report writing as well as general administration.They offer auto enrolment pension, 25 days + Bank holiday and a bonus circa £5,000 past few...
-
Paraplanner
3 days ago
Hertford Heath, United Kingdom BACK HOME BAND Full timeJoin to apply for the Paraplanner role at BACK HOME BAND. Looking to bring your financial planning expertise to a flexible role where you can make a real impact? This is a fantastic opportunity to join a small, values‑led wealth management business that prides itself on personal service, integrity, and long‑term client relationships. Our Client Our...
