Paraplanner

Paraplanner, Aylesbury

Hybrid working (option to be fully remote)

£40,000 - £60,000

This role is ideal for a Level 4 qualified paraplanner with a strong attention to detail and a passion for working as part of a close-knit, high-performing team. If you thrive on meaningful work, have experience supporting a wide range of clients, and want to play a key part in a company's growth, this could be the right move for you. You'll also benefit from a flexible, hybrid working arrangement once established in the role, with the option to work remotely.

The Business

This is a well-established chartered financial planning firm who are looking to grow. The firm is independent and provides a wide range of advice, to a wide range of clients. They operate as a small team within a larger business and are looking for a paraplanner to support the team and help them grow.

The Role

The firm are looking for a paraplanner to join them, help grow the business and get involved in all areas. You'll be joining a close knit team with plans in place to grow and you'll be involved in the center of that. You'll be getting involved with writing technical reports, carrying out in depth research and supporting the advisors in providing quality advice to their clients. Where required you may also get involved with more administrative work to support the advisor, such as prepping review packs.

A typical day may involve liaising with providers, arranging appointments, supporting technical paraplanning, tax calculations and cashflow planning and ensuring internal standards/processes are followed. You'll also have the opportunity to contribute to ad-hoc projects that support. It's a role with structure but also the freedom to bring your own initiative.

Benefits

• £40,000 - £60,000 salary (negotiable)
• Hybrid working and the option to be remote if desired
• Support for ongoing professional development and qualifications
• Opportunity to shape the role and grow with the business
• Flexible working hours
• Holiday
• Pensions scheme
• Sick pay

Requirements

• Level four diploma, or working towards it
• Experience in paraplanning

How to Apply

If this sounds of interest, please click the apply button and we will get straight in touch. From there it would be an initial teams call with the business, followed by an in-person interview in the office.