Paraplanner - Route to Adviser, Near Hemel Hempstead, Hybrid Working, Salary: Up to £55,00
Excellent Benefits and Supportive CultureA highly regarded and growing IFA firm is looking for an experienced Paraplanner to join their collaborative team. This is a fantastic opportunity to work closely with advisers, gain exposure to high-quality clients, and play a key role in delivering excellent financial planning outcomes.The RoleSupport advisers with research, analysis, and suitability reportsBuild and maintain cashflow modelsPrepare client review packs and documentationManage client queries, withdrawals, and policy changesAttend client meetings where requiredEnsure accurate records and smooth case progressionWhat You''ll NeedLevel 4 Diploma (essential)Paraplanning experience within an IFA environmentStrong knowledge of pensions, investments, and protectionExcellent attention to detail and communication skillsAbility to manage multiple cases efficientlyWhat''s on OfferHybrid and flexible workingFull admin support and structured processesExposure to quality clients and complex casesA supportive, team-focused environmentGenuine opportunity for career progressionIf you''re a proactive Paraplanner looking to join a forward-thinking firm where you can make an impact, Please contact Sam at Financial Divisions.
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