Newly Qualified Paraplanner - Career Development Opp., Offices near Hemel Hempstead, Up to £45,000

Newly Qualified Paraplanner - Career Development Opportunity

Location: Offices near Hemel Hempstead (Office-Based / Hybrid)

Salary: Upto £45,000 & Benefits

Are you a newly qualified Paraplanner looking to take the next step in your career? This is a fantastic opportunity to join our friendly, collaborative team in Berkhamsted and put your Level 4 Diploma into practice within a supportive and professional environment.

You'll work alongside Chartered Financial Planners, Wealth Advisers, and Investment Specialists, gaining hands-on experience across a wide range of planning areas. With structured training, one-to-one mentoring, and clear progression, you'll have the guidance you need to develop into a confident and technically strong Paraplanner - and beyond.

What You'll Be Doing

• Assisting in the preparation of client advice reports and recommendations (e.g. pensions, ISAs, investment bonds)
• Supporting the preparation of annual review documentation
• Assisting in pension and investment research, analysis, and reviews
• Learning to build and interpret cashflow models
• Supporting senior team members with technical queries and documentation
• Liaising with clients via email and phone
• Taking detailed notes during (mainly in-house) client meetings and helping translate them into advice documents

What We're Looking For

• Level 4 Diploma in Regulated Financial Planning (essential)
• Strong written and verbal communication skills
• Keen attention to detail and an analytical mindset
• Willingness to learn and a genuine interest in financial planning
• Strong IT skills (Word, Excel, Outlook); knowledge of Intelligent Office or X-Plan is a plus
• Ability to manage time effectively and prioritise tasks

Desirable (but not essential):

• Familiarity with cashflow modelling tools
• Experience working in a financial planning or wealth management firm
• Understanding of pensions, investments, and tax wrappers
• Experience supporting advisers or advice teams

What We Offer

• A supportive and collaborative team culture
• One-to-one mentoring from Chartered and Certified professionals
• Full training and career development opportunities, including support toward further qualifications
• Competitive salary and benefits package
• A clear career path, with progression to Senior Paraplanner or Adviser if desired

Please send your CV to Sam Negbenebor at Financial Divisions.