Paraplanner

Overview

An established national Financial Planning firm with multiple offices is seeking an experienced Paraplanner to join their resilient team, specifically for their Borehamwood location. This role offers the chance to embed yourself in a supportive, team-oriented environment that promotes career growth within a respected organisation, emphasising continuous development through regular one-to-one sessions.

Team Environment

You will be part of a professional, calm, and collaborative group that nurtures longstanding friendly relationships and a culture of mutual support, making it an enjoyable place to work.

Responsibilities & Requirements

• Utilise paraplanning expertise gained previously at an IFA practice to support financial planning operations.
• Demonstrate a strong analytical mindset coupled with effective communication skills to contribute meaningfully to the team.
• Maintain a positive and proactive approach to tasks and challenges.
• Be qualified at Level 4 Diploma and show enthusiasm for pursuing further professional examinations.

Compensation and Benefits

• Annual salary ranging from 40,000 to 55,000.
• Performance bonus of up to 10%.
• Hybrid working arrangements available.
• Generous holiday entitlement.
• Support for exams including one-time bonuses for passing on the first attempt.
• Private medical insurance coverage.
• Income protection insurance.
• Defined Income Scheme (DIS).
• Opportunities for career advancement.

Additional Information

Referral scheme offering a 200 reward for recommending friends or colleagues who secure a new role through the company.