Paraplanner – Leading Wealth Management Business
Location: St Albans
Salary: Up to £55,000 + bonus + benefits
An award-winning and nationally recognised wealth management business with offices across the UK is looking to recruit an ambitious Paraplanner to join their established St Albans team.
This is an exciting opportunity to join a firm that truly invests in its people, offering outstanding training, study support, and genuine long-term career prospects. The successful candidate will work alongside senior financial planners, providing high-quality paraplanning support including technical research, suitability report writing, and detailed analysis across a wide range of pensions and investment cases.
You’ll become a valued part of a collaborative team where your expertise will be recognised and developed. For the right individual, there are clear routes into management positions or, should you wish, into a full advisory role in the future. This makes the role ideal for someone who enjoys the technical challenge of paraplanning but also wants to keep their career options open.
What’s on offer:
- Competitive base salary of up to £55,000 (dependent on experience)
- Discretionary bonus scheme
- Comprehensive benefits package
- Hybrid working
- Ongoing professional development with study support towards Chartered status
- A culture that promotes progression, recognition, and internal mobility
Requirements:
- Previous experience as a paraplanner within financial planning or wealth management
- Strong pensions and investments knowledge with excellent technical ability
- Diploma qualified (Level 4); working towards Chartered highly desirable
- Excellent communication skills, with the ability to work effectively with advisers and clients
This is a rare opportunity to join a market-leading business where you can make a genuine impact, enjoy a clear progression path, and be part of a company that values long-term career development.
Sector:
- Financial Services
- Financial Planning
