Heron House Financial Management Ltd
IFA Technical Support / Paraplanner / Administrator
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Exceptional opportunity to develop your career with a high-profile, employee-owned, independent wealth management company with B Corp accreditation. Based in Newport, South Wales, we are a small but mighty team with a long-standing reputation for high-quality, personal financial planning and wealth management.
About us
Founded over 30 years ago, Heron House is both a Chartered Financial Planning firm and a Chartered Wealth Manager. We provide independent financial planning and investment advice to clients across the UK, taking a personal, bespoke approach designed to stand the test of time.
- Employee-owned since 2020 and B Corp certified
- Managing around half a billion pounds for clients across the UK
- Conducting our own investment research in-house and creating bespoke client portfolios
- Specialists in ethical and sustainable investments
- Named Best Financial Advice Firm in Wales for the tenth time in 2024
- Recognised among the UK’s leading financial advice firms and as a great place to work
The role
You will work closely with our experienced financial planners, providing high-quality technical support throughout the financial planning process. The role will involve research, analysis, report writing and preparation for client meetings, helping the team deliver clear, suitable and well-documented advice.
We are open to candidates at different stages of their career, from someone looking to develop into a paraplanning role through to an experienced paraplanner seeking greater technical responsibility. The role offers variety, structured development and excellent scope for progression, potentially towards Chartered Financial Planner status or a future financial planning role.
Key responsibilities
- Assist financial planners with preparation for client meetings, including gathering and reviewing relevant information
- Carry out detailed product, provider, investment and financial planning research
- Analyze clients’ existing arrangements, objectives and planning needs
- Prepare clear, accurate and personalised suitability reports and financial planning documents
- Produce cashflow projections, calculations and supporting technical analysis where required
- Work with planners and administrators to progress cases efficiently from initial research through to implementation
- Maintain complete and accurate records in line with internal procedures and regulatory requirements
- Keep technical knowledge up to date and contribute to improvements in templates, systems and working practices
- Support colleagues through knowledge sharing and, where appropriate, checking or mentoring
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What we are looking for
A strong interest in financial planning and wealth management: You will be motivated to develop your technical knowledge and build a long-term career in the profession.
- Technical and analytical ability: Able to understand detailed information, identify relevant issues and present well-reasoned conclusions.
- Excellent written communication: Able to produce accurate, concise and client-friendly reports that explain complex matters clearly.
- Strong organisation and attention to detail: Methodical, dependable and able to manage several pieces of work carefully and accurately.
- Good interpersonal skills: Able to build effective working relationships with planners, administrators, providers and clients.
- A collaborative and improvement-focused approach: Comfortable following structured processes while also looking for practical ways to improve quality and efficiency.
- Qualifications or relevant experience: Financial services experience and progress towards the Level 4 Diploma in Regulated Financial Planning would be advantageous, although we also welcome applications from both graduates in related areas or non graduates who are passionate to start their career within Financial Planning. Training and study support can be tailored to the right candidate.
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Based in our office in Newport on a permanent, full time basis, but part time or flexible working hours may be considered.
What we offer
- Salary reflecting experience and qualifications, with excellent scope for progression
- Flexible working hours and a generous holiday allowance
- Fully funded professional training and study support, tailored to your development
- Potential participation in our employee ownership trust and profit share scheme after the qualifying period
- Salary sacrifice pension scheme and death-in-service benefits
- Access to financial advice when required
- Ad hoc team days and trips
- A welcoming working environment in a Victorian building in Newport Civic Centre, close to rail and bus links
We are very much a people focused business, therefore, when we recruit we prefer to look for bright, motivated people that we think will fit in with our team and be with us for the long term. We tend, when practical, to create roles around our people rather than have a rigid role that we want someone to slot into. If we have the right people, we can generally train them as needed.
How to apply
Please send your CV, together with brief responses of one or two paragraphs to each of the following questions:
- Why are you interested in working with us?
- What relevant technical, financial services or transferable skills do you have?
- Tell us something interesting about you that is not included on your CV.
Email: mail@hhfm.co.uk
Please note: we do not work with recruitment agencies.
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