Paraplanner - Berkhamsted

Blakemore Recruitment • Berkhamsted, England • Posted June 11, 2026

Position Overview

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...