Financial Divisions
Hemel Hempstead, UK
Excellent Benefits & Supportive Culture A highly regarded and growing IFA firm is looking for an experienced Paraplanner to join their collaborative team. This is a fantastic opportunity to work closely with advisers, gain exposure to high-quality clients, and play a key role in delivering excellent financial planning outcomes. The Role Support advisers with research, analysis, and suitability reports Build and maintain cashflow models Prepare client review packs and documentation Manage client queries, withdrawals, and policy changes Attend client meetings where required Ensure accurate records and smooth case progression What You'll Need Level 4 Diploma (essential) Paraplanning experience within an IFA environment Strong knowledge of pensions, investments, and protection Excellent attention to detail and communication skills Ability to manage multiple cases efficiently What's on Offer Hybrid and flexible working Full admin support and...