Paraplanner (Fixed-Term Contract) - Offices Near St Albans - £45K - £55K (Depending on Experience)

Fixed-Term Contract - 6 to 12 Months

Immediate Start Available

Are you an experienced Paraplanner looking for a fixed-term opportunity with a dynamic and supportive team?

We’re working with a highly regarded independent financial planning firm who are looking to appoint a Paraplanner on a 6-12 month fixed-term contract. This is an excellent opportunity to join a firm known for its personal, high-quality service to clients with portfolios ranging from £750,000 up to £70 million.

You'll play a key role in supporting advisers through a busy period, helping to ensure the continued delivery of accurate, compliant, and high-value advice.

? Key Responsibilities:

• Writing suitability reports and financial plans
• Conducting in-depth product and fund research
• Supporting advisers with pensions, investments, protection, and estate planning cases
• Liaising with clients, providers, and internal teams to ensure seamless service delivery
• Ensuring compliance with FCA regulations and internal procedures

?? About You:

• Diploma qualified (Level 4) or close to completion
• At least 2-3 years’ experience in a Paraplanning role
• Strong knowledge of financial planning software, tools, and platforms
• Excellent written communication and attention to detail
• Proactive and self-sufficient with a collaborative approach

?? What’s On Offer:

• Competitive salary: £45,000-£55,000
• Flexible working options (hybrid or remote considered)
• Work alongside a highly respected team with an exceptional reputation
• Immediate start for the right candidate

Interested? To express interest in this opportunity, please send your CV to Sam at Financial Divisions