Are you an experienced Paraplanner passionate about delivering outstanding client service and contributing to a high-performing team? We re looking for a Senior Paraplanner to join a progressive financial planning firm in Hatfield, where collaboration, development, and client care are at the heart of everything they do. This is a fantastic opportunity for someone with a strong background in financial planning who s ready to take on a senior role supporting advisers, producing high-quality reports, and mentoring junior team members in a supportive, hybrid working environment. Key Responsibilities Prepare detailed and compliant suitability reports across pensions, investments, and protection. Conduct comprehensive cashflow modelling. Provide technical research and analysis to support advisers. Maintain up-to-date knowledge of financial products and industry developments. Mentor and support the growth of a junior paraplanner. Communicate directly with clients where appropriate. Accurately manage client records using Salesforce and Microsoft Office tools. What We re Looking For Essential: Previous experience in financial services Strong understanding of tax wrappers, pensions, and investment products. Proficient in Voyant, Salesforce, and Microsoft Word, Excel, Teams. Excellent report writing and communication skills. Detail-oriented with a strong analytical mindset. Passion for mentoring and developing others. What s in It for You Hybrid working. A supportive, ..... full job details .....
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