Paraplanner

Fram are working with an independent directly authorised financial planning firm in Hertfordshire. Our client is looking for paraplanner , to join their experience team on a 12-month fixed contract. Their team are experts in financial services, and have built their Company on integrity and trust, ensuring that their clients receive the highest quality service possible. The role is for a level 4 Paraplanner who will play a pivotal role in supporting their successful financial planning team, who has experience in research for reports, offshore bonds, and BRs. The role is hybrid 2/3 days in office and would suit a paraplanner who wants to work with a strong IFA brand, with experienced advisors who deal with all areas of advice including cashflow modelling. Responsibilities will include: Working with advisor to collate advice for client Preparing for client meetings Produce financial planning and investment suitability letter across a range of areas - IHT, Pensions, Investment and Cashflow forecasting, Producing comprehensive and clear suitability letters for clients Act a point of contact to answer client questions Help with annual reviews Liaising with other technical staff in order to ensure a consistent client experience across the Group Using a wide range of software tools, research practices, and processes of analysis to create financial plans. An ideal candidate will have paraplanning experience and must be Level 4 with CII as a minimum. Ideally someone would have experience with Cash Flow modelling, investments, Pensions, but not all essential. Have experience within an IFA although a restricted background will also be considered and experience of Intelliflo and FE analytics will be an advantage

Location: Hertfordshire, UK, GB

Posted Date: 9/16/2025