Location
Aylesbury
Salary £50000 - £60000 TypePermanent WorkplaceOn-Site Ref88980
Senior Paraplanner
Buckinghamshire | £50,000 £60,000 DOE | Hybrid / Remote / On-site Options
Are you a confident, self-sufficient Senior Paraplanner looking for a role where you can truly make an impact in a close-knit, high-performing team?
Were working with a boutique financial planning firm in Buckinghamshire, led by experienced Advisors, who are seeking a capable and proactive Paraplanner to join the team. This is a rare opportunity to step into a role that blends technical expertise, client interaction, and operational support all within a flexible working environment.
Whats the role?
Youll be the go-to Paraplanner, supporting the advisors with:
1. Full paraplanning duties: report writing, research, suitability letters
2. Client-facing work: attending meetings, answering queries
3. Admin support: due to the size of the team, youll also handle some administrative tasks
We are looking for someone experienced, confident, and able to have a level of self-sufficiency.
Benefits
4. Salary: £45,000 £60,000 depending on experience
5. Bonus/Commission: Annual review in April, with yearly individual and company profit based pay rises
6. Pension: Nest standard or contribution to personal pension
7. Holiday: 2 weeks off at Christmas (outside allowance) + Bank Holidays + 28 days
What do you need?
8. Level 4 Diploma (minimum) ideally working towards or holding Level 6
9. Proven experience in a paraplanning role, ideally at senior level or with several years experience
10. Comfortable working independently and managing your own workload
11. Willingness to get involved in all aspects of the business, including admin
Working arrangements
12. Hybrid / Remote / On-site flexible options available
13. Initial expectation to be on-site 35 days/week while settling in
14. Remote candidates expected to visit the office monthly or fortnightly
If this role is of interest, please apply and I will be happy to discuss further!