Paraplanner

Hertford | Full-time | £50,000 – £60,000 + Excellent Benefits

We are currently working with a well-established, client-focused financial planning firm based in Hertford to recruit an experienced Paraplanner to join their growing team.

This is an excellent opportunity for a technically strong and ethically driven individual who is looking to play a key role in supporting advisers within a collaborative and professional environment.

The Role

As a Paraplanner, you will work closely with the firm’s advisers, providing comprehensive technical support across a broad range of financial planning areas.

Responsibilities will include:

• Conducting detailed research to support client recommendations
• Performing tax calculations across various planning scenarios
• Preparing high-quality, fully compliant suitability reports (beyond standard cases such as Bed & ISA and fund switches)
• Supporting advisers across pensions, investments, and inheritance tax planning
• Contributing to the ongoing development of client strategies

This role requires someone who can work independently while also being an integral part of a close-knit team.

About You

• Level 4 Diploma qualified (essential)
• Proven experience in a paraplanning role within financial services
• Strong technical knowledge across pensions, investments, and tax planning
• High ethical standards and attention to detail
• Ability to manage workload independently and meet deadlines
• Team-oriented mindset with excellent communication skills

Technical skills:

• Proficient in Intelligent Office (essential)
• Experienced with FE Analytics (essential)
• Familiarity with Genovo (preferred)

The Firm

• Boutique financial planning firm with 4 advisers
• Expertise across pensions, investments, inheritance tax planning, and employee benefits
• Clients include private individuals, limited companies, and charities
• Business generated exclusively through referrals and professional connections

Salary & Benefits

• Basic salary: £50,000 – £60,000 (dependent on experience)
• Christmas bonus
• Tax-free bonuses up to £3,600 per annum via Employee Ownership Trust
• 7% employer pension contributions (band earnings)
• Group life assurance
• Income protection scheme

Working Arrangement

• Office based in Hertford
• Hybrid working available (typically 1 day per week from home)
• During the first 6 months, a stronger office presence is expected to support onboarding and integration

Apply Now

If you are an experienced Paraplanner looking to join a supportive and highly regarded firm where your expertise will be valued, we would love to hear from you.