Paraplanner Salary: £35,000 - £40,000 per annum dependent on skills and experience
Aylesbury, HP20 – office based
Full Time
Based 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. Competitive salary package
Opportunity for hybrid working once established in the role
Challenging and innovative work within a performance-focused environment
Professional development support, with opportunities to deepen technical knowledge and progress your career
We are looking for an experienced and motivated Paraplanner to complete our team. 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.
Ability to work confidently with high-net-worth clients, demonstrating empathy and compassion, particularly when dealing with vulnerable individuals
Experience using proprietary industry software for analysis and forecasting, alongside proficiency with Microsoft Office
Undertake fund and transfer analysis
Contribute to ad-hoc projects and tasks as required