Paraplanner - Route to Paraplanner Manager, St Albans, Hertfordshire, £45,000 - £52,000 (DOE)

Full-Time Hybrid Working Full Study Support Excellent Benefits Career Progression

Are you a Diploma-qualified Paraplanner or actively working towards your Level 4 qualification and seeking the next step in your career?

An exceptional opportunity has arisen with a highly respected, independent financial advisory firm based in St Albans, known for its technical expertise and long-standing client relationships. The firm has experienced consistent and impressive growth over the last 15 years and is now looking to appoint a Junior Paraplanner on a clear, proven path toward a Paraplanner Manager position.

What makes this role stand out?

• £45,000 - £52,000 salary depending on experience
• Full study support and structured training programme
• Hybrid working (3 days in the office, 2 from home after probation)
• Supportive and family-orientated culture
• Excellent benefits including a wellbeing suite
• Route to Adviser or Paraplanner Manager roles

The Firm:

This is a well-established IFA business that advises on Pensions, Investments, Retirement Planning, IHT, Tax Planning, Trusts, Mortgages, and Protection. They maintain a strong local presence in Hertfordshire and pride themselves on client loyalty and community reputation.

Role Responsibilities:

As a Paraplanner, you will work closely supporting a very successful Advisor- gaining exposure to complex planning strategies. Responsibilities include:

• Attending client meetings and taking detailed notes
• Writing high-quality, compliant suitability reports
• Conducting product research and supporting advice recommendations
• Preparing cashflow models and investment analysis
• Liaising with providers and investment partners
• Maintaining accurate client records and preparing for annual reviews
• Supporting the client journey through scheduling and documentation

Ideal Candidate:

• Diploma Level 4 qualified (or working towards)
• Previous experience in a Paraplanning or technical support role within an IFA
• Strong attention to detail with a desire to progress
• Exposure to pensions, drawdown, or complex financial planning is advantageous
• Ambition to develop into a lead Paraplanner or Adviser

This is an outstanding opportunity for someone who thrives in a technically focused, professional environment and is motivated by the chance to grow their career within a supportive and expanding firm.

To apply or learn more, please contact Sam Negbenebor at Financial Divisions.