Paraplanner

Job description

We’re partnering with a highly regarded financial planning firm looking to add a technically strong Paraplanner to their growing team.

This is a role for someone who enjoys getting into the detail, not just producing reports, but genuinely shaping advice. You’ll be working on complex cases, supporting advisers with meaningful insights, and playing a key role in delivering tailored client outcomes.

What You’ll Be Doing:

• Carrying out in-depth research across pensions, investments, and wider planning areas
• Producing high-quality, client-focused suitability reports (far beyond basic cases)
• Supporting advisers with tax calculations and more complex planning scenarios
• Playing an active role in the full advice process — from analysis through to recommendation

What We’re Looking For:

• Level 4 Diploma qualified (or equivalent)
• Strong technical knowledge and a high level of professional integrity
• Someone who can work independently but thrives in a collaborative team
• Experience using tools such as Intelligent Office, FE Analytics, and ideally Genovo

If you’re looking for a role where your technical expertise is truly valued and where you can work on more complex, rewarding client work this could be a great next step.

Extra information

Status

Open

Education Level

Secondary School

Location

Hertfordshire

Type of Contract

Full-time jobs

Published at

01-05-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English