Paraplanner Salary: £40,000 - £45,000 per annum Location: Berkhamsted (Hybrid working) Hours: Full-Time, 37.5 hours per week, Mon - Fri, 9:00am - 5:30pm We''re looking for an experienced Paraplanner to join a well-established financial services firm based in Berkhamsted. If you have a strong background in paraplanning or financial services and are looking to develop your career with a company that values your expertise, we want to hear from you! This role offers a mix of office-based and hybrid working arrangements after training. Key Responsibilities: Draft Suitability Reports (New Money, Fund Switches, Pension Transfers, etc.) Conduct financial product research using tools like FE Analytics, Cashcalc, and Defaqto Manage new business submissions and complete data entry tasks Prepare meeting documentation and assist advisers in client communications Act as a point of contact for clients and providers when advisers are unavailable Ensure adherence to compliance standards in all activities Maintain CRM systems (e.g., XPlan, Intelligent Office) The Ideal Candidate Will Have: Essential: 2+ years'' experience as a Paraplanner or in a similar role within the financial services sector GCSE English and Maths (Grade C or above) Strong skills in Microsoft Office (Excel, Word, PowerPoint, Outlook) Excellent communication skills (both written and verbal) Strong attention to detail and organisational skills Ability to analyse and interpret numerical data Desirable: CII Level 4 ..... full job details .....