Junior Paraplanner – IFA Firm DOE Study

Location:
Hitchin Office

Type:
Full-Time, Permanent

My client, a well-established and growing Independent Financial Adviser firm based in Hitchin, is seeking a motivated Junior Paraplanner to join their supportive and collaborative team.

This is an excellent opportunity for an individual early in their paraplanning career who is eager to develop their technical knowledge, progress professionally, and work closely with experienced advisers and senior paraplanners.

• Supporting advisers with research and report writing
• Preparing suitability letters, client review packs, and recommendations
• Maintaining accurate client records and ensuring compliance standards are met
• Assisting with product research across pensions, investments, and protection
• Liaising with providers and clients as required
• Providing general administrative support to the team

• Ideally 1+ year of paraplanning or financial services administration experience
• Working towards the Level 4 Diploma (or keen to begin)
• Strong attention to detail and excellent written communication
• Highly organised with the ability to prioritise a busy workload
• A proactive team player with the willingness to learn and grow