Paraplanner

Role overview

An established national financial planning firm is seeking an experienced Paraplanner to join its paraplanning team. The role is based partly in the Borehamwood office and sits within a business that operates across multiple offices in the UK. The company has built a strong reputation in the sector and offers a supportive, collaborative setting where you can continue to grow your planning career.

Team and working environment

You will work with a calm, professional team that values cooperation and long-term relationships. The office culture is friendly and supportive, with regular one-to-one guidance and a genuine focus on helping people develop.

What’s on offer

• Salary of up to £55,000
• Annual bonus of up to 10%
• Hybrid working arrangement
• Very generous holiday entitlement
• Support with exams, including one-off bonuses for passing exams on the first attempt
• Private medical cover
• Income protection cover
• Death in service benefit
• Clear opportunities for career progression
• Additional benefits beyond those listed above

Candidate profile

To be suitable for this role, you should already hold Level 4 Diploma status and ideally be motivated to continue with further exams. Prior paraplanning experience gained within an IFA practice is required. The ideal candidate will bring strong analytical ability, solid communication skills, and a positive, proactive mindset.

Additional information

If your profile matches, a specialist consultant will contact you to discuss the opportunity in more detail before any CV is shared with the client. A referral incentive of £200 is available if a referred friend or colleague is successfully placed.