Paraplanner - Client-Facing, Bishop's Stortford, £40,000 - £55,000 + Generous Annual Bonus, Hybrid

Paraplanner - Client-Facing Wealth Management

Location: Bishop's Stortford Salary: £40,000 - £55,000 + Generous Annual Bonus + Full Study Support + Hybrid Working

The Opportunity

An exceptional opportunity has arisen to join a highly regarded, independent firm of Financial Advisers, renowned for delivering bespoke financial planning and discretionary investment management services to both private and corporate clients. Operating from a boutique office near Bishop's Stortford, this firm has cultivated an outstanding reputation through client referrals and an unwavering commitment to service excellence. As a result of sustained growth, they are seeking to appoint a talented and ambitious Paraplanner to enhance their Client Support function.

This is not a traditional back-office role. Instead, it offers a highly client-facing remit, working closely with a team of four accomplished Financial Advisers while supporting and elevating the wider administrative function. It is ideally suited to an individual with clear aspirations to progress into an advisory capacity in the future.

The Role

As a Paraplanner, you will quickly become an integral part of the business, developing strong internal relationships and building rapport with a sophisticated client base. Your technical expertise and analytical capability will be central to delivering high-quality financial planning solutions.

Key responsibilities include:

• Producing detailed and compliant suitability reports across a range of financial planning areas
• Undertaking in-depth technical research to support tailored client recommendations
• Assisting in the preparation and delivery of annual client reviews
• Supporting cashflow modelling and long-term financial planning strategies
• Ensuring the ongoing accuracy and compliance of client files
• Assisting with internal file audits and regulatory requirements

The Culture

This firm offers a genuinely collaborative and close-knit environment, where professionalism and camaraderie go hand in hand. Every member of the team contributes to a shared goal of delivering exceptional client outcomes, making it an ideal setting for individuals who value teamwork, integrity, and excellence.

The Candidate

• Diploma qualified or actively progressing towards Level 4 Diploma (with RO exams underway)
• Proven experience as a Paraplanner within a wealth management or financial planning environment
• Strong technical knowledge and report writing capability
• Ambitious, personable, and eager to develop into a client-facing/advisory role

The Proposition

This role represents a genuine career-defining opportunity. You will receive direct mentorship from a highly charismatic and respected Director, gaining exposure to clients and strategic financial planning from an early stage. Over time, you will be positioned to become the firm's lead Paraplanner, with a clear pathway towards advisory responsibility.

The business offers a comprehensive and highly competitive package including:

• A generous basic salary of £40,000 - £55,000
• A lucrative annual bonus
• Full study support towards Chartered status
• Hybrid working flexibility
• A supportive, forward-thinking environment with long-term progression

Next Steps

If you are currently operating within a private client wealth management environment and seeking a more progressive, client-centric paraplanning role, this opportunity should not be overlooked.

For a confidential discussion, please contact Ryan at Financial Divisions.