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.