Paraplanner

Paraplanner

Location: Aylesbury

Salary: £40,000 - £50,000 DOE

Duration: Permanent, Full time, Office-based

Benefits: 25 days annual leave bank holidays, Annual Bonus, Study Support, Income Protection, DIS, Enhanced Pension

The Role

We are working with an established financial services business who are looking to add a Paraplanner to their established team. In the role you will work closely with the firm's Financial Advisers and Administrators to provide a high quality and efficient service to clients.

The role is varied and you will work on Investments, Pensions, Mortgage and Protection cases. You will be instrumental in supporting the Advisers by provide a high level of technical support, often with complex and UHNW cases. Responsibilities will include producing technical suitability reports, conducting research and completing cashflow forecasts. You are likely to be Diploma-qualified or close to achieving this accreditation.

Our client are open to applications for career Paraplanners, or those seeking to step into an Advice role in future.

What's on offer?

Competitive base salary in line with experience and qualifications.

25 days annual leave Bank Holidays

Discretionary Annual bonus

37.5 hour working week

Study Support through financial planning exams

Comprehensive insurance benefits

Enhanced pension