Paraplanner

2 weeks ago


St Albans, United Kingdom Eden Rose Full time

Paraplanner – St Albans Salary: £40,000 – £50,000 (DOE) Location: Fully On‑Site Are you an experienced Paraplanner looking to join a well‑established, family‑run financial planning firm? This is a fantastic opportunity to work in a close‑knit team where your expertise will make a real impact. About The Role You’ll be supporting a team of 6 advisers, with a strong back‑office team, in an investment, pensions, and IHT focused IFA environment. This is a fully on‑site role in St Albans, so we’re looking for someone commutable who values stability and long‑term commitment. What We’re Looking For Part‑qualified or close to completing Level 4 Diploma as a minimum. A few years’ experience as a Paraplanner, ideally with some client‑facing responsibilities. Proficient in Intelligent Office (IO), AJ Bell and other back‑office platforms. Strong technical knowledge of investments, pensions, and tax planning. Professional, detail‑oriented, and able to work collaboratively in a small team environment. Why Join Us? Salary up to £50,000 depending on experience. Work with a respected, family‑run firm that values its people. Opportunity to develop your skills and progress in a supportive environment. If you’re an experienced paraplanner who wants to work in a stable, professional setting and contribute to delivering exceptional client outcomes, we’d love to hear from you. Apply today and take the next step in your career #J-18808-Ljbffr


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