Overview
My client is a well-established and highly regarded wealth management firm based right in the heart of Hitchin. They’re are deeply rooted in the local community and actively involved in supporting a wide range of activities in and around the town.
They’re now looking for an experienced Paraplanner to join their team. Importantly, you don’t need to be fully qualified at this stage. What matters most is solid, relevant technical experience. If you’re working towards your qualifications (or haven’t yet started), my client will fully support your training.
The Role
The primary focus of this role is paraplanning, producing high-quality, compliant suitability reports with particular emphasis on pension transfer cases and supporting the financial planners with their client work.
There is also a secondary element working alongside the wealth management team on the investment side of the business. This is a real opportunity to broaden your horizons and develop expertise across both financial planning and investment management.
Key Responsibilities
- Produce high-quality, compliant suitability reports, with a particular focus on pension transfers
- Support the financial planners with client meeting preparation, including cashflow modelling and scenario planning
- Maintain accurate and compliant client records in line with FCA standards
- Assist the wealth management team with portfolio reviews and ongoing investment management
- Provide general paraplanning and administrative support across the team
- Contribute to the broader investment side of the business as your experience develops
Essential Experience (the must-haves)
- Proven experience writing suitability reports to a high standard
- Solid pension transfer experience
Formal paraplanning qualifications are a nice to have rather than essential.
What’s on Offer
- Salary of £35,000 to £40,000 depending on experience
- 35-hour working week
- 5 weeks’ holiday per year
- 5% matched pension contribution
- Cashback healthcare scheme
- Fully funded training, qualifications and personal development
- An active social calendar and a warm, supportive team culture
- The chance to work in a great firm that’s genuinely central to the Hitchin community
Why Apply?
This is a rare opportunity to join a firm that truly values its people, invests in their development, and gives them room to grow. If you’ve got strong suitability reporting and pension transfer experience and you’re looking for a role that will broaden your horizons across financial planning and investments, this is well worth a closer look.
Please be aware this advert will remain open until the vacancy has been filled. Interviews will take place throughout this period, therefore we encourage you to apply early to avoid disappointment.
Tate is acting as an Employment Business in relation to this vacancy.
Tate is committed to promoting equal opportunities. To ensure that every candidate has the best experience with us, we encourage you to let us know if there are any adjustments we can make during the application or interview process. Your comfort and accessibility are our priority, and we are here to support you every step of the way. Additionally, we value and respect your individuality, and we invite you to share your preferred pronouns in your application.
Job Tenure: Permanent
