Paraplanner – Technical & Qualified Roles – Hybrid near Hemel Hempstead

About the role

Our client, a respected wealth management firm near Hemel Hempstead, is expanding its team with two Paraplanner positions – a senior Technical Paraplanner and a developing Qualified Paraplanner. Both roles are full‑time and hybrid, offering the chance to work on complex financial planning cases while supporting senior advisers.

Key responsibilities

• Draft tailored advice letters and suitability reports covering pensions, investments and drawdown strategies.
• Prepare high‑quality review packs and meeting documentation.
• Support advisers with accurate cash‑flow modelling.
• Conduct technical research to underpin advice recommendations.
• Assist with complex client queries and technical planning scenarios.
• Collaborate closely with advisers, investment specialists and support teams.
• Attend occasional client meetings, primarily in‑house.

Required profile

• Level 4 Diploma in Financial Planning (or working towards it for the Qualified Paraplanner role).
• Strong understanding of the financial planning process and advice lifecycle.
• Excellent written and verbal communication skills.
• High attention to detail and ability to manage multiple priorities.
• For the Technical Paraplanner role: Chartered Financial Planner or Certified Financial Planner designation, deep technical knowledge of pensions, investments and taxation, experience with high‑net‑worth clients and complex scenarios.

Required skills

• Proficiency with financial planning software such as X‑Plan and Intelligent Office.
• Experience using cash‑flow modelling tools.

What we offer

• Friendly, professional and collaborative culture.
• Exposure to complex, rewarding client work.
• A business that prioritises quality advice and long‑term client care.
• Opportunities to grow technically and professionally alongside experienced planners.