Paraplanner

4 weeks ago


St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full time

Our client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding its clients financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. We have opportunities for financial advisory professionals who are you looking to take the next step in their career with a growing dynamic firm.


They have quickly established itself as one of the fastest growing independent advisory companies. Since inception in 2018 with a team of just 5, they have grown to over 100 employees across 8 global offices.

They now have operations in London, Malta, Sydney, Texax and UAE. From these global hubs they manage a rapidly growing client base of mostly expatriate clients.

Due to their expansion, they are looking to onboard several specialist roles including defined Benefit Transfer Paraplanners & Pension Transfer Specialists. The role will include duties such as.

  • Writing suitability reports using templates
  • Running and checking Transfer Value Comparators (TVC)
  • Completing cashflow modelling
  • Communicating with IFAs, schemes and clients to obtain missing information


The ideal candidate will be an experienced Paraplanner or Pension Transfer Specialists with recent Defined Benefit Pension experience with a proven track record in.

  • Writing suitability reports
  • TVC Experience
  • Excellent attention to detail and technically minded
  • Experience in cashflow modelling


The ideal candidate will have a minimum of Level 4 Diploma in Financial Planning or Equivalent.

A trainee paraplanner with experience in pensions will also be considered, as long as there is a willingness and ambition to study towards the Level 4 Diploma.

Attractive remuneration package available.


  • Paraplanner

    1 month ago


    St. Albans, United Kingdom mbf. Full time

    A fast growing national IFA are currently seeking to recruit a Paraplanner to join their Financial Planning division based out of St Albans. You will work alongside a team of leading Financial Planners that provide high levels of holistic financial advice to a portfolio of HNW clients. As a Junior Paraplanner you will work closely with a Senior Paraplanner...

  • Paraplanner

    4 weeks ago


    St Albans, United Kingdom Click and Connect Online Limited Full time

    ParaplannerOur client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding its clients financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. We have opportunities for financial advisory professionals who are you looking to...

  • Paraplanner

    2 days ago


    St Albans, United Kingdom Click and Connect Online Limited Full time

    Paraplanner Our client is a borderless, independent financial advisory consultancy, unrelenting in its commitment to safeguarding its clients financial future. Offering a fresh approach with a dynamic energy that sets it apart from its competitors in the offshore marketplace. We have opportunities for financial advisory professionals who are you looking to...

  • Paraplanner

    4 weeks ago


    St Albans, United Kingdom Click and Connect Online Limited Full time

    ParaplannerOurclient is a borderless independent financial advisory consultancyunrelenting in its commitment to safeguarding its clients financialfuture. Offering a fresh approach with a dynamic energy that setsit apart from its competitors in the offshore marketplace. We haveopportunities for financial advisory professionals who are youlooking to take the...

  • Paraplanner

    4 weeks ago


    St Albans, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice in St Albans who specilaise in Biblical advise. They are currently looking to recruit a Paraplanner to join their team. Responsibilities; Planner Support Work collaboratively with the Planner as part of the financial planning process to provide a high quality service to clients and thris parties....

  • Paraplanner

    1 month ago


    St. Albans, United Kingdom mbf. Full time

    A Paraplanner is wanted by a well-established and friendly financial planning firm in St Albans. This role offers the successful candidate the chance to work in a dynamic and supportive environment with flexible working arrangements. The company values careerprogression and provides a good scope for growth and development. The ideal candidate will have...

  • Paraplanner

    4 days ago


    St Albans, United Kingdom Click and Connect Online Limited Full time

    ParaplannerOur client is a borderless independent financial advisoryconsultancy unrelenting in its commitment to safeguarding itsclients financial future. Offering a fresh approach with a dynamicenergy that sets it apart from its competitors in the offshoremarketplace. We have opportunities for financial advisoryprofessionals who are you looking to take the...

  • Senior Paraplanner

    2 months ago


    St. Albans, United Kingdom Blakemore Recruitment Full time

    Location - St Albans Salary - £50,000 A Senior Paraplanning job opportunity has arisen for a well established St Albans based Financial Planning firm. As a Paraplanner, you will be supporting their team of Financial Advisors and Chartered Financial Planners. Your responsibilities will include: - Receiving debriefings from the Advisor's post meeting and...

  • Senior Paraplanner

    4 days ago


    St. Albans, United Kingdom Blakemore Recruitment Full time

    Location - St Albans Salary - £60,000 A Senior Paraplanning job opportunity has arisen for a well established St Albans based Financial Planning firm. As a Paraplanner, you will be supporting their team of Financial Advisors and Chartered Financial Planners. Your responsibilities will include: - Receiving debriefings from the Advisor's post meeting and...

  • Paraplanner

    2 weeks ago


    St Albans, Hertfordshire, United Kingdom Finlink Ltd Full time €50,000

    Paraplanner Up to £50,000 Hybrid working This role is suited to those who have at least 2 Years’ experience in providing paraplanning support. The business is interested in speaking to you if you hold at least the level 4 diploma and are ready to "hit the ground running". If you are looking for a new challenge in an established business, then this may be...

  • Paraplanner

    3 weeks ago


    St Albans, United Kingdom Cameron James Professional Recruitment Full time

    Our client is a well established firm and provides Financial Planning to both individuals and corporate clients. Due to on going success, they require a Qualified Paraplanner to join the team in St Albans. Key duties will include: * Prepare suitability reports in line with client objectives and as agreed with the adviser. * Either post or email the...

  • Paraplanner

    2 weeks ago


    St Albans, United Kingdom Cameron James Professional Recruitment Full time

    Our client is a well established firm and provides Financial Planning to both individuals and corporate clients. Due to on going success, they require a Qualified Paraplanner to join the team in St Albans.Key duties will include: * Prepare suitability reports in line with client objectives and as agreed with the adviser. * Either post or email the report...

  • Paraplanner

    1 week ago


    St Albans, United Kingdom Cameron James Professional Recruitment Full time

    Our client is a well established firm and provides Financial Planning to both individuals and corporate clients. Due to on going success, they require a Qualified Paraplanner to join the team in St Albans.Key duties will include: * Prepare suitability reports in line with client objectives and as agreed with the adviser. * Either post or email the report...

  • Paraplanner

    1 week ago


    St Albans, United Kingdom Cameron James Professional Recruitment Full time

    Our client is a well established firm and provides Financial Planning to both individuals and corporate clients. Due to on going success, they require a Qualified Paraplanner to join the team in St Albans. Key duties will include: * Prepare suitability reports in line with client objectives and as agreed with the adviser. * Either post or email the...

  • Paraplanner

    4 days ago


    St Albans, United Kingdom Independent Resourcing Consultancy Ltd Full time

    Our client is a borderless independentfinancial advisory consultancy unrelenting in its commitment tosafeguarding its clients financial future. Offering a freshapproach with a dynamic energy that sets it apart from itscompetitors in the offshore marketplace. We have opportunities forfinancial advisory professionals who are you looking to take thenext step in...

  • Career Paraplanner

    22 hours ago


    St. Albans, United Kingdom Financial Divisions Full time

    My Client, an independent firm of Financial Advisers, based in the St Albans area are now due to their success looking to offer this opportunity to an experienced Paraplanner either on a full or part time basis to be based in the St Albans Office. Opportunity Highlights - Excellent opportunity for a career paraplanner to develop their technical reporting...


  • St. Albans, United Kingdom MVP Recruitment Limited Full time

    MVP Recruitment is an established Financial Services recruitment firm working with many of the top financial advisory firms in the industry nationwide. Our client is a well-established IFA practice that has been active for nearly 30 years. They specialise in all forms of financial planning, in particular with investments, pensions and tax planning. They are...

  • Junior Paraplanner

    4 weeks ago


    St Albans, United Kingdom Blakemore Recruitment Full time

    We are currently recruiting for a Financial Planning practice based near St. Albans who are looking for a Junior Paraplanner to join their team. The main purpose of this role is to provide the highest level possible of support to the Financial Services Sales Team. To deliver the agreed strategy and procedural objectives regarding compliance standards....

  • Paraplanner Hybrid

    1 week ago


    St. Albans, Hertfordshire, United Kingdom Cameron James Full time

    Our Clients are a highly regarded firm of Wealth Planner based in St Albans who require a further Paraplanner to assist with their growing team. Para Planner Purpose of the role To provide administrative and financial planning support for the IFA’s Skills and Knowledge Strong administration and communication skills. Excellent report writing skills....

  • Ifa Paraplanner

    2 months ago


    St. Austell, United Kingdom GCB Recruitment Full time

    My clients are a successful wealth management firm, who are looking to add to its growing team of Paraplanners. The successful IFA Paraplanner provides the highest level of support to the Principal Partner at all times, whilst maintaining professional, accurateand compliant records. Support in advising clients on financial strategies, plans and products,...