What You’ll Be Doing As A Paraplanner

As a Paraplanner at Hartsfield, you will be involved in a broad spectrum of financial planning areas, including but not limited to:

• • Life insurance, critical illness cover, income protection, group protection and business protection, ensuring our clients have adequate protection in place.
  • Estate planning and mitigation strategies, including the use of appropriate trust structures to help our clients preserve and transfer their wealth effectively.
  • All areas of retirement planning, particularly around the commencement of benefits and developing tax-efficient withdrawal strategies that align with individual client needs and goals.
  • Assessing suitability and providing advice on complex pension transfer cases, including Defined Benefit transfers and other safeguarded benefits.
  • Researching investment options, analysing portfolio performance and portfolio ratios to support client recommendations, ensuring technical information is portrayed in a manner that is understandable to our clients. Given that we run our own model portfolio service, you’ll gain significant investment exposure with the option of contributing to our investment team.

Why Hartsfield?

At Hartsfield, we believe finances should be a source of empowerment, not anxiety. As an award-winning, forward-thinking firm of Lifestyle Financial Planners, our mission is to help Clients define—and then live—their best life. We balance this vision for our Clients carefully alongside the needs of our Company and our Colleagues. This forms our 3C principle which is something we live by.

We measure our success across these three areas each year. Over the last couple of years, this has resulted in:

Clients: We’ve been awarded the Feefo Trusted Service Award for three consecutive years, culminating in Platinum status in 2025 for maintaining a 4.9/5 average rating from our Clients. We also hold a 4.8/5 rating on VouchedFor, based on nearly 400 client reviews—and notably, all our Financial Planners have Top Rated Adviser status.

Company: In 2024, we won the “Financial Category” at the Bath Life Awards and were named amongst the runners-up in the Bristol Life Awards. In 2025, we have already been shortlisted for advisor firm of the year – South West and Wales at the Professional Advisors Awards and have been selected as finalists for both the Bristol and Bath Life Awards, which will be announced later this year,

Colleagues: We’re proud that we’ve been recognised as a winner at the Professional Adviser Awards 2023 and 2024 for the Best Financial Advisers to Work For

We want everyone who works here to feel proud, supported, and inspired in their role. By fostering an environment where professional growth and personal fulfilment go hand in hand, we’ve attracted like-minded colleagues who share our passion for delivering exceptional service. Crucially, we recognize that when we get the balance right between serving our Clients, Company, and Colleagues, we can invest more energy and resources back into our Community. Through our charitable foundation, we’ve raised and distributed tens of thousands of pounds to small, local charities that might otherwise go unheard. Our team has taken on challenges like the Three Peaks and, later this year, Hadrian’s Wall—proving our commitment to making a tangible difference in the world around us.

Why You?

You’ll be a great fit here if:

1. You demonstrate a robust technical understanding of a broad range of financial products, enabling you to deliver precise, well-informed recommendations that inspire Client confidence.
2. You hold the CII Level 4 Diploma in Regulated Financial Planning, reflecting both your commitment to professional excellence and your ability to navigate complex regulatory requirements.
3. You have at least two years of paraplanning experience, equipping you with the practical know-how to offer immediate, high-value support to our Financial Planners and Clients alike.
4. You’re adept at understanding and translating complex financial information into clear, jargon-free insights for Clients.
5. You value efficiency and enjoy following (and improving) established processes to ensure the best outcomes.

Where Will I Be Working?

You will be based primarily at our Wiltshire office in Box, where you’ll collaborate closely with your Pod and benefit from face-to-face interactions with colleagues. We also understand the importance of flexibility—so alongside three days a week in the office, you’ll have the option to work from home for two days. This balanced approach ensures you can foster strong relationships and maintain efficient teamwork, while still enjoying the benefits of remote working.