Paraplanner - St.Albans

Blakemore Recruitment • Saint Albans, England • Posted June 03, 2026

About the Role

We are currently recruiting for a Financial Planning company based in who are looking to recruit a Paraplanner to join their team. They are looking for someone who has good Paraplanning experience and has completed or working towards the Level 4 Diploma.

The main purpose of this role is to provide technical administrative support to Financial Advisers.


Main Activities:

  • To produce accurate compliant client reports for Financial Advisers

  • Conduct relevant and compliant research for new business and collate into a readable summary for the adviser

  • Processing of investment, pension and protection new business and following the case through to completion

  • Collate and upload all relevant correspondence to our True Potential back office system to submit cases for compliance checking

  • Type letters and draft routine correspondence

  • Maintain all necessary systems

  • Calculate any tax liabilities wh...