- Salary
- £45K–£50K
- Hiring from
- United Kingdom
- Work type
- Hybrid
- Posted
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Job Ref
91166
Location
Aylesbury
Salary
£45,000 - £50,000 Per Annum
Employment Type
Permanent
Location: Aylesbury, Buckinghamshire
Work Pattern: Full-time, Hybrid Working (1-2 Days Office Based)
Salary: Up to £50,000 (Negotiable for the Right Candidate) + Excellent Work-Life Balance
Are you a technically strong Paraplanner looking to join a genuinely boutique independent financial planning firm where your work will have a direct impact?
We are working with a highly regarded independent financial advice firm based in Aylesbury that is seeking an experienced Paraplanner to support two established advisers. This is an excellent opportunity to join a close-knit team where you’ll enjoy a broad and varied role, significant autonomy, and flexible hybrid working.
The Opportunity
This is not a role where you’ll be siloed into one part of the advice process. Instead, you’ll be involved in the full client journey, providing comprehensive paraplanning support and acting as a key technical resource for the advisers.
As the sole Paraplanner supporting the advisory team, you’ll be trusted to manage your workload independently while playing a central role in delivering high-quality financial planning advice to clients.
Key Responsibilities
We’re looking for an experienced Paraplanner who is comfortable working in a small-business environment and can confidently take ownership of the technical side of the advice process.
Ideally, You’ll Have
What’s on Offer?
This role would suit an experienced Paraplanner who enjoys being heavily involved in the financial planning process and values flexibility, autonomy and a supportive team culture over the structure of a large corporate environment.
If you’re looking for a long-term opportunity with a respected boutique IFA firm where your contribution will genuinely be valued, we’d love to hear from you.
91166
Location
Aylesbury
Salary
£45,000 - £50,000 Per Annum
Employment Type
Permanent
- Location: Aylesbury, Buckinghamshire
- Type: Permanent
- Job #91166
- Salary: £45,000 - £50,000 Per Annum
Location: Aylesbury, Buckinghamshire
Work Pattern: Full-time, Hybrid Working (1-2 Days Office Based)
Salary: Up to £50,000 (Negotiable for the Right Candidate) + Excellent Work-Life Balance
Are you a technically strong Paraplanner looking to join a genuinely boutique independent financial planning firm where your work will have a direct impact?
We are working with a highly regarded independent financial advice firm based in Aylesbury that is seeking an experienced Paraplanner to support two established advisers. This is an excellent opportunity to join a close-knit team where you’ll enjoy a broad and varied role, significant autonomy, and flexible hybrid working.
The Opportunity
This is not a role where you’ll be siloed into one part of the advice process. Instead, you’ll be involved in the full client journey, providing comprehensive paraplanning support and acting as a key technical resource for the advisers.
As the sole Paraplanner supporting the advisory team, you’ll be trusted to manage your workload independently while playing a central role in delivering high-quality financial planning advice to clients.
Key Responsibilities
- Preparing suitability reports and recommendations
- Conducting fund, platform and provider research
- Producing illustrations and technical analysis
- Gathering client information and managing letters of authority
- Preparing meeting packs and agendas
- Assisting with diary and meeting management
- Liaising closely with advisers on planning strategies and recommendations
- Ensuring work is completed in line with compliance requirements
- Supporting the end-to-end financial planning process
We’re looking for an experienced Paraplanner who is comfortable working in a small-business environment and can confidently take ownership of the technical side of the advice process.
Ideally, You’ll Have
- Level 4 Diploma in Financial Planning (or working towards)
- Strong technical knowledge across pensions, investments and protection
- Experience producing suitability reports and conducting research
- The ability to work autonomously with minimal supervision
- Excellent written communication skills
- A proactive, organised and adaptable approach
What’s on Offer?
- Salary up to £50,000 for Diploma-qualified candidates
- Potential flexibility above this level for exceptional candidates
- Hybrid working with typically 1-2 days per week in the office
- Flexible approach to office attendance
- Friendly, boutique IFA environment
- Direct access to advisers and decision-makers
- Broad, varied and technically challenging workload
- 28 days holiday including bank holidays
- Additional two-week office closure over Christmas (on top of holiday entitlement)
- Company pension scheme
This role would suit an experienced Paraplanner who enjoys being heavily involved in the financial planning process and values flexibility, autonomy and a supportive team culture over the structure of a large corporate environment.
If you’re looking for a long-term opportunity with a respected boutique IFA firm where your contribution will genuinely be valued, we’d love to hear from you.
