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:

• Conducting detailed research to support client recommendations
• Performing tax calculations across various planning scenarios
• Preparing high-quality, fully compliant suitability reports (beyond standard cases such as Bed & ISA and fund switches)
• Supporting advisers across pensions, investments, and inheritance tax planning
• Contributing to the ongoing development of client strategies

This role requires someone who can work independently while also being an integral part of a close-knit team.

• Level 4 Diploma qualified (essential)
• Proven experience in a paraplanning role within financial services
• Strong technical kn...