Paraplanner - Berkhamsted

Blakemore Recruitment • Berkhamsted, England, United Kingdom • Posted June 14, 2026

Location Berkhamsted, England

Job Type Full-time

Category Business Operations Specialists

Posted June 14, 2026

Paraplanner
Salary: £35,000 - £45,000 per annum

Location: Berkhamsted (Hybrid working)

Hours: Full-Time,  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...

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