Finlink Ltd
Paraplanner, East Hertfordshire
Office based
Up to £45,000 (negotiable)
A well-established wealth management firm, operating as the financial planning division of a respected legal business, is seeking an experienced paraplanner. The organisation delivers holistic financial planning solutions and offers whole-of-market advice. The successful candidate will join a professional and collaborative team, supporting advisers in the delivery of high-quality financial planning to clients.
Role
The paraplanner will provide technical support to financial advisers by preparing compliant and well-structured reports, research, and financial planning analysis. The role involves working closely with advisers to ensure financial solutions meet client objectives and regulatory standards.
Key Responsibilities:
- Conduct detailed research and analysis across pensions, investments, protection, retirement planning and estate planning
- Prepare suitability reports, recommendation summaries and technical documentation
- Assist with fact-find analysis and identify appropriate financial planning strategies
- Carry out product and fund comparisons, portfolio analysis and cashflow modelling
- Ensure compliance with FCA regulations and internal procedures
- Maintain accurate records and support the advice process from initial enquiry to implementation
Benefits
- Salary up to £45,000 (negotiable)
- Study support for further professional qualifications
- Pension and life assurance scheme
- Supportive working environment focused on professional development
- The package can depend upon candidate's experience and need
Requirements
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Minimum of 2–3 years’ experience in a paraplanning role within an IFA or financial planning environment
- Progress toward Chartered status is advantageous but not essential
Application
Applications are invited from experienced paraplanners seeking a long-term role within a professional and growing financial planning team. Please submit a CV outlining relevant experience and qualifications, and we'll get straight in touch!
To apply for this job please visit www.reed.co.uk.
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