Blakemore Recruitment
Paraplanner (Level 4 Qualified)
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.
To apply for this job please visit www.reed.co.uk.
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