Paraplanner

Capio Recruitment Financial Planning

Posted a day ago, valid for 20 days

Aylesbury, Buckinghamshire HP17 8YJ, England

£40,000 - £48,000 per annum

Full Time

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Sonic Summary

The job title is Paraplanner, offering a salary range of £30,000 - £35,000 depending on experience.
The position is located in Aylesbury, Buckinghamshire, within a modern Chartered Financial Planning firm.
Candidates should have previous experience in a Financial Planning or Wealth Management firm and be working towards or have obtained a Level 4 Diploma in Financial Advice.
The role includes varied responsibilities such as client interaction, report writing, and preparing meeting materials, ensuring daily job satisfaction.
The firm provides a clear progression route, exam support, flexible hybrid working, and additional benefits like generous holiday allowance and discounted vacations.

Job Title: Paraplanner

Salary: £30,000 - £35,000 DOE (negotiable)

Location: Aylesbury, Buckinghamshire

We have a truly exciting growth opportunity with a technology focused and modern Chartered Financial Planning firm in Aylesbury. They are seeking someone with the hunger to develop and excel in the IFA world, entering as a Senior IFA Administrator or Paraplanner with the desire to succeed.

This opportunity is within a forward thinking firm with cutting edge technology, a like-minded workforce and boutique office with a fun but hardworking culture.

On a day to day basis, this role is varied, providing job satisfaction where every day is different. Duties include; preparation and submission of new business, being the first point of contact for clients, preparing meeting packs, liaising with providers, recommendation report writing, modelling cash flow and creating lasting relationships with client and colleagues.

About You...

- Able to deliver exceptional client service

- Personable and articulate

- Gained or working towards Level 4 Diploma in Financial Advice

- Previous experience working within a Financial Planning/Wealth Management firm

In Return...

- Clear progression route and exam support

- Opportunity to work within a forward thinking, tech focused firm

- Fulfilling but challenging role with job satisfaction around every corner

- Flexible hybrid working

- Death In Service

- Discounted vacations

- Generous holiday allowance

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Paraplanner

Financial Planner

Self-Employed Financial Adviser

Paraplanner