Paraplanner - 1 day in the office per week

Date posted: 18 September 2025

Pay: £38,000.00-£50,000.00 per year

Job Description:

Paraplanner - Full or Part Time considered

Location: Aylesbury

Ample home working - 1-2 days office based per week maximum

Salary: £38,000 - £50,000 depending upon experience

• Are you a Paraplanner looking for your next role?
• Are you looking for more home working and flexibility?
• Would you enjoy working collaboratively with 2 advisers and playing a pinnacle support role with a high level of responsibility
• Would you enjoy being able to build and develop strong relationships with the clients?
• Would you like to work in a truly collaborative environment where you are part of the whole process - including full research, bespoke reports and cash flow modelling?

If so, we can help

Company/Role Information

• Our client is chartered independent wealth planning company based in a High Street location in Aylesbury
• The company is a boutique wealth planning company and you will be working closely with two Advisers. They are situated in a shared office location with a few other companies, so although small themselves - the atmosphere in the office is social.
• This role is all about collaborating with the Advisers on each client's financial plan - they are looking for someone who loves to be involved in the research side and who can offer their technical expertise

Other things to note with the role/benefits

• They offer 28 days holiday plus bank holidays and the two weeks off between Christmas and new year
• Hybrid working - 1-2 days in the office per week. Lots of room for flexibility with working and happy to consider both full and part time.
• Hours 9am - 5pm.
• Full study and exam support if looking to continue to Chartered status

So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, and lots of work life balance, then please apply for the role and we can run through in more detail.