Job Title

ParaplannerSalary: 35,000 - 40,000 per annum dependent on skills and experienceAylesbury, HP20 office basedFull TimeWhile professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.About the companyBased in Aylesbury, Buckinghamshire, we are a well-established, chartered firm of independent financial planners. Our business specialises in close collaborative partnerships with professionals in tax and family law, delivering truly holistic services to our high-net-worth clients. We take pride in fostering a supportive, close-knit team culture, and we are committed to developing both our people and the business.Benefits:Competitive salary packageOpportunity for hybrid working once established in the roleChallenging and innovative work within a performance-focused environmentProfessional development support, with opportunities to deepen technical knowledge and progress your careerWe are looking for an experienced and motivated Paraplanner to complete our team. This role is ideal for someone who is ambitious to develop their career and excited about making a meaningful contribution to the growth of the business. You must be comfortable working both independently and as part of a team, and you will play a key role in helping us deliver an exceptional service to our clients.Essential experience and attributes:Level 4 qualifiedAbility to work confidently with high-net-worth clients, demonstrating empathy and compassion, particularly when dealing with vulnerable individualsExperience using proprietary industry software for analysis and forecasting, alongside proficiency with Microsoft OfficeStrong personal organisation and administrative skillsHighly numerate and literate, with excellent attention to detailProven ability to work proactively and use your own initiativeKey responsibilities but not limited to:Oversee the workflow within the team to ensure smooth and timely delivery of client servicesDevelop and maintain a thorough understanding of company advice standards and proceduresArrange appointments and liaise with providers to ensure reports and recommendations are completed on scheduleUndertake fund and transfer analysisContribute to ad-hoc projects and tasks as requiredSupport and facilitate the ongoing growth of the companyHow to apply:Please submit your CV and a covering letter explaining why you believe you should be considered for this role. We are particularly interested in understanding your motivations and how this position aligns with your career aspirations. If we do not receive a cover letter then unfortunately you will not be considered for this position.