Paraplanner

Paraplanner

Salary: £40,000 - £45,000 per annum

Location: Berkhamsted (Hybrid working)

Hours: Full-Time, 37.5 hours per week, Mon - Fri, 9:00am - 5:30pm

We’re looking for an experienced Paraplanner to join a well-established financial services firm based in Berkhamsted.

If you have a strong background in paraplanning or financial services and are looking to develop your career with a company that values your expertise, we want to hear from you! This role offers a mix of office-based and hybrid working arrangements after training.

Key Responsibilities:

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• Draft Suitability Reports (New Money, Fund Switches, Pension Transfers, etc.)
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• Conduct financial product research using tools like FE Analytics, Cashcalc, and Defaqto
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• Manage new business submissions and complete data entry tasks
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• Prepare meeting documentation and assist advisers in client communications
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• Act as a point of contact for clients and providers when advisers are unavailable
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• Ensure adherence to compliance standards in all activities
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• Maintain CRM systems (e.g., XPlan, Intelligent Office)
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The Ideal Candidate Will Have:

Essential:

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• 2+ years' experience as a Paraplanner or in a similar role within the financial services sector
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• GCSE English & Maths (Grade C or above)
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• Strong skills in Microsoft Office (Excel, Word, PowerPoint, Outlook)
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• Excellent communication skills (both written and verbal)
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• Strong attention to detail and organisational skills
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• Ability to analyse and interpret numerical data
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Desirable:

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• CII Level 4 Diploma or working towards it (R01-R06)
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• Familiarity with XPlan, Intelligent Office, or similar CRM systems
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• Experience in an IFA environment
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Why Work With Us?

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• Hybrid working - 3 days in the office, 2 days from home after training
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• Competitive salary between £35,000 - £45,000 (depending on experience)
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• Generous benefits package including:
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• 25 days holiday (plus bank holidays)
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• Life Cover (3x salary)
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• Pension Scheme (with salary exchange)
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• Holiday Purchase Scheme
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• Employee Assistance Programme
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• Study support for Level 4 Diploma
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• Staff Referral Scheme
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