TEMPLEGATE RECRUITMENT Financial Services Specialist Recruiters Job Title : Paraplanner Location :Aylesbury Benefits : Working Hours : Monday to Friday, 9 AM 5 PM. Hybrid working : Minimum 3 days in the office (Tues, Wed, Thurs). 25 days holiday plus bank holidays. Office closure over the Christmas period. Long-term career development and the opportunity to transition into an adviser role. Salary :£50,000 £60,000 for Level 6-qualified individuals (negotiable based on experience). About the Company : A highly respected, Chartered Financial Planning firm is seeking an experienced and ambitious Paraplanner to join their close-knit team. This is a unique opportunity for a motivated individual looking to progress into an adviser role in the next 23 years, while working alongside two established Chartered Financial Planners managing a growing client base of high-net-worth individuals. Key Responsibilities: Provide high-quality technical paraplanning support to Chartered Advisers. Prepare suitability reports, technical research, and cash flow models. Assist with the development of financial planning strategies across pensions, investments, protection, and IHT planning. Liaise directly with clients and providers to gather information and ensure smooth case progression. Maintain accurate client records using Intelligent Office (IO). Support the ongoing improvement of internal processes and documentation. Contribute to client meetings where appropriate, with a view to eventual progression into an advisory role. Requirements : Diploma qualified in Regulated Financial Planning (Level 4) as a minimum. Working toward, or already achieved, Chartered Financial Planner status (Level 6). Minimum 23 years of paraplanning or similar experience within a financial planning or wealth management environment. Strong technical knowledge of pensions, investments, and tax planning. Ambitious,and client-focused with a long-term view. Excellent communication and analytical skills. Comfortable working independently and as part of a collaborative team. To be considered for this opportunity, please apply today. If your profile matches our criteria, one of our specialist consultants will contact you to discuss the role in detail before submitting your CV to the client. During this conversation, we'll aim to identify your unique skills and motivations. Additionally, we may suggest other relevant opportunities that align with your requirements. Due to the high volume of responses we receive, we regret that we are unable to provide individual feedback. If you haven't heard from us within 7 days, please assume that your application for the role has not been successful. ADZN1_UKTJ