Newly Qualified Paraplanner - Career Development Opp., Offices near Hemel Hempstead, Up to £45,000

  • Financial Divisions
  • Hemel Hempstead, Hertfordshire
  • Oct 07, 2025
Full time Banking Finance

Job Description

Newly Qualified Paraplanner - Career Development Opportunity

Location: Offices near Hemel Hempstead (Office-Based / Hybrid)

Salary: Upto £45,000 & Benefits

Are you a newly qualified Paraplanner looking to take the next step in your career? This is a fantastic opportunity to join our friendly, collaborative team in Berkhamsted and put your Level 4 Diploma into practice within a supportive and professional environment.

You'll work alongside Chartered Financial Planners, Wealth Advisers, and Investment Specialists, gaining hands-on experience across a wide range of planning areas. With structured training, one-to-one mentoring, and clear progression, you'll have the guidance you need to develop into a confident and technically strong Paraplanner - and beyond.

What You'll Be Doing

  • Assisting in the preparation of client advice reports and recommendations (e.g. pensions, ISAs, investment bonds)
  • Supporting the preparation of annual review documentation
  • Assisting in pension and investment research, analysis, and reviews
  • Learning to build and interpret cashflow models
  • Supporting senior team members with technical queries and documentation
  • Liaising with clients via email and phone
  • Taking detailed notes during (mainly in-house) client meetings and helping translate them into advice documents

What We're Looking For

  • Level 4 Diploma in Regulated Financial Planning (essential)
  • Strong written and verbal communication skills
  • Keen attention to detail and an analytical mindset
  • Willingness to learn and a genuine interest in financial planning
  • Strong IT skills (Word, Excel, Outlook); knowledge of Intelligent Office or X-Plan is a plus
  • Ability to manage time effectively and prioritise tasks

Desirable (but not essential):

  • Familiarity with cashflow modelling tools
  • Experience working in a financial planning or wealth management firm
  • Understanding of pensions, investments, and tax wrappers
  • Experience supporting advisers or advice teams

What We Offer

  • A supportive and collaborative team culture
  • One-to-one mentoring from Chartered and Certified professionals
  • Full training and career development opportunities, including support toward further qualifications
  • Competitive salary and benefits package
  • A clear career path, with progression to Senior Paraplanner or Adviser if desired

Please send your CV to Sam Negbenebor at Financial Divisions.