Accounts receivable

Paraplanner – Regional IFA Firm

Are you a qualified Paraplanner ready to take the next step in your career? Join this Regional Independent Financial Advisory firm based in their Mid Hertfordshire offices and become part of a team that values integrity, professionalism, and client-focused advice.

What You’ll Be Doing

• Preparing detailed suitability reports and conducting technical research.
• Supporting one adviser with financial planning across pensions, investments, protection, and tax.
• Ensuring all recommendations meet FCA compliance standards.
• Liaising with providers and clients to gather and analyse financial data.

What We’re Looking For

• Dip PFS qualified (minimum).
• 2+ years’ experience in a Paraplanning role.
• Strong technical knowledge of financial products and tax wrappers.
• Excellent communication and report-writing skills.
• Proficient in financial planning software and Microsoft Office.

What We Offer

• Competitive salary up to £42,000 plus extensive benefits
• Supportive, collaborative working environment.
• Opportunities for further professional development and study support
• Flexible working arrangements.