Junior Paraplanner
Tring (3-4 days a week in the office)
Onsite parking
We’re working with a well-established, client-focused independent financial planning firm that is looking to appoint a Junior Paraplanner to support its Financial Advisers and wider back-office team.
This is a great opportunity to join a collaborative, quality-driven business where advice is holistic and client relationships are long-term. You’ll play a key role in ensuring advisers can continue delivering an exceptional service through high-quality technical support and suitability reporting.
The company is in a period of growth, and has Advisers spread across the South East. They have a centralised Admin & PPing hub from which this role will be based.
As a Junior Paraplanner, you will support Financial Advisers and other back office team by handling administrative tasks, report writing, cashflow analysis and comparing and evaluating financial products and investment solutions.
Duties include:
*Liaise with advisers to understand client objectives and take ownership of cases through to suitability report completion
*Ensure all client data, documentation, and compliance requirements are accurate, up to date, and recorded
*Assess risk profiles and review existing solutions to ensure suitability against client goals
*Conduct technical research, comparisons, and calculations (e.g. IHT, critical yield, charges) to support advice
*Prepare suitability reports, illustrations, and forecasts, ensuring timely delivery and system updates
They are open on the level of experience required, so you may be a Junior Paraplanner at the start of your career in Financial Planning (can support with exams), or a more experienced individual. The role and salary will be adapted accordingly.
What they’re looking for:
*Previous experience in an Administrator or Junior Paraplanner role within a financial planning / IFA environment
*Completion or working towards the CII Level 4 Diploma in Financial Planning
*Technical knowledge across pensions, investments, protection and tax-based planning
*Experience using systems such as Intelligent Office, Finametrica and Genovo (or similar cashflow tools)
Why join?
*Join a respected, relationship-driven financial planning firm with a local client base
*Exposure to genuinely holistic advice, not transactional sales
*Supportive team culture with strong adviser collaboration
*Opportunity to further develop technical skills and long-term career progression