Paraplanner – Wealth Management | Up to £45,000 + Excellent Benefits | Near Hitchin
Location: Offices based near Hitchin
Employment Type: Full-time, Permanent
Salary: Up to £45,000 (depending on experience) + excellent benefits
The Opportunity
An established and highly regarded Wealth Management firm is looking to welcome an experienced Paraplanner to its growing team.
This is a fantastic opportunity for a technically strong paraplanner with a passion for investments and financial planning. You’ll play a key role in supporting Financial Planners, delivering high-quality, compliant advice while working in a collaborative and supportive environment.
There is also a clear route to Adviser for those looking to progress their career.
Key Responsibilities
- Produce high-quality, compliant suitability reports (with a focus on pensions & investments)
- Support Financial Planners with client meeting preparation, including cashflow modelling and scenario planning
- Maintain accurate and compliant client records in line with FCA standards
- Assist with portfolio reviews and ongoing investment management
- Provide general paraplanning and administrative support
About You
- Proven experience as a Paraplanner within a Wealth Management or Financial Planning firm
- Strong interest in investments and portfolio management
- Demonstrated experience writing suitability reports to a high standard
- Excellent written communication skills with strong attention to detail
- Solid understanding of UK regulatory requirements and suitability standards
- Ability to work both independently and collaboratively
- Experience using Intelligent Office / Intelliflo and Genovo
- Familiarity with research tools such as Morningstar or FactSet (advantageous)
Qualifications
- Diploma qualified (CII Level 4 or equivalent – CISI also considered)
What’s on Offer
- Competitive salary up to £45,000
- Excellent benefits package
- Study support and ongoing professional development
- Clear progression pathway to Financial Adviser
- Friendly, supportive, and professional team culture
Why Apply?
This is an opportunity to join a firm that genuinely values its people, encourages development, and supports long-term career growth. You’ll be part of a collaborative team where your technical expertise is recognised and your progression is actively supported.