Paraplanner

Hertford | Full-time | £50,000 – £60,000 + Excellent Benefits

We are currently working with a well-established, client-focused financial planning firm based in Hertford to recruit an experienced Paraplanner to join their growing team.

This is an excellent opportunity for a technically strong and ethically driven individual who is looking to play a key role in supporting advisers within a collaborative and professional environment.

As a Paraplanner, you will work closely with the firm’s advisers, providing comprehensive technical support across a broad range of financial planning areas.

Responsibilities will include:

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• Conducting detailed research to support client recommendations
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• Performing tax calculations across various planning scenarios
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• Preparing high-quality, fully compliant suitability reports (beyond standard cases such as Bed & ISA and fund switches)
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• Supporting advisers across pensions, investments, and inheritance tax planning
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• Contributing to the ongoing development of client strategies
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This role requires someone who can work independently while also being an integral part of a close-knit team.

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• Level 4 Diploma qualified (essential)
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• Proven experience in a paraplanning role within financial services
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• Strong technical knowledge across pensions, investments, and tax planning
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• High ethical standards and attention to detail
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• Ability to manage workload independently and meet deadlines
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• Team-oriented mindset with excellent communication skills
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Technical skills:

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• Proficient in Intelligent Office (essential)
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• Experienced with FE Analytics (essential)
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• Familiarity with Genovo (preferred)
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• Boutique financial planning firm with 4 advisers
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• Expertise across pensions, investments, inheritance tax planning, and employee benefits
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• Clients include private individuals, limited companies, and charities
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• Business generated exclusively through referrals and professional connections
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• Basic salary: £50,000 – £60,000 (dependent on experience)
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• Christmas bonus
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• Tax-free bonuses up to £3,600 per annum via Employee Ownership Trust
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• 7% employer pension contributions (band earnings)
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• Group life assurance
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• Income protection scheme
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• Office based in Hertford
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• Hybrid working available (typically 1 day per week from home)
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• During the first 6 months, a stronger office presence is expected to support onboarding and integration
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If you are an experienced Paraplanner looking to join a supportive and highly regarded firm where your expertise will be valued, we would love to hear from you.