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Paraplanner based in Hertfordshire

Job Specification

Financial Services


Paraplanner in Hertfordshire

About the organisation.

Based in Hertfordshire we are striving to be recognised as the leading independent financial advisers in the area. We have a team of 29 staff across 3 offices.

We use best of breed technology solutions and are innovating further to enhance our client proposition and utilise the latest developments in software integrations allowing us to serve more clients.

We are keen to be part of our community and support many local school events and sports clubs with education and sponsorship.

We are recruiting the best local talent to form long term client relationships offering guidance, advice and support throughout their financial journey.

Key tasks:

  • The key discipline will be technical report writing and cashflow forecast generation
  • Product research
  • Obtaining product key features using internal systems and software, provider intranets and the internet
  • Liaising with product and investment providers. Processing applications for products and investments by post or via the internet
  • Administering client files
  • Documenting client meetings
  • Providing support for client meetings including schedules, valuations, key features documents and other information/documentation
  • Updating and using the back-office systems, reporting M.I. data to managers and Directors.

You would also need to be proficient in the following systems:

  • Microsoft Office Suite, Iress Xplan, O&MProfiler, Cashcalc, Voyant
  • Knowledge of Standard Life Wrap, Aegon/Cofunds and AJ Bell Wrap would be preferred but not essential.


Achieved or studying towards Diploma in Financial Planning. Prefer at least RO1 to be completed and an interest in Pensions, RO4 or AF3, AF8.

Our team of professional advisers offer a personal service underpinned by industry leading technology. Our purpose is to promote the financial well-being of our clients, their families and their businesses, through innovative use of investments, pensions and protection.

We offer our mortgage and financial advisers access to full adviser CRM and software packages, facilities to work from home or office desk space, access to meeting rooms for client appointments, flexible working hours and a structured remuneration package.



Salary £30,000 - £40,000
Speak to one of our consultants 0203 764 2350

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