Paraplanner

A first-class opportunity has arisen to join a highly regarded and exclusive wealth planning based out of Bishops Stortford.

This is a fantastic role within a collaborative Advice Team, supporting an experienced Chartered Adviser and playing a key part in delivering high-quality, planning-led financial advice.

The Role

As a Paraplanner, you will be responsible for producing technically robust financial planning outputs and supporting the delivery of clear, client-focused recommendations.

Key responsibilities include:

• Preparing detailed financial plans, suitability reports, and recommendation documents
• Building and analysing cashflow models and planning scenarios
• Conducting research across pensions, investments, and tax planning
• Supporting client meetings, with opportunities to attend and present elements over time
• Maintaining accurate and compliant client records
• Liaising with platforms, providers, and third parties
• Working closely with Advisers and Client Managers to ensure a seamless client journey

About You

• Ideally 2+ years' paraplanning experience (less considered for the right candidate)
• Level 4 Diploma in Regulated Financial Planning (essential)
• Progressing towards Chartered status (preferred)
• Strong technical knowledge across pensions, investments, and tax planning
• Experience with cashflow modelling and report writing
• Highly organised with excellent attention to detail
• Confident communicator with a proactive and collaborative approach

Personality and cultural fit are just as important as technical ability. You will thrive in an open, supportive and team-focused environment.

Progression & Development

• Clear pathway to Adviser within approximately 18-24 months (if desired)
• Alternatively, opportunity to develop as a technical specialist
• Increasing exposure to client meetings and presentations as you progress

What's on Offer

• Salary £40,000 - £50,000
• Hybrid working
• Highly flexible working hours
• Excellent benefits package
• Supportive, collaborative culture
• Strong career progression opportunities

This is an excellent opportunity for a Paraplanner looking to join a forward-thinking firm that values both technical excellence and people.