Paraplanner - 1 day in the office per week

Paraplanner

Location: Aylesbury

Home working - 1-2 days office based per week maximum

Salary: £40,000 - £50,000 depending upon experience

• Are you a Paraplanner looking for more home working and flexibility?
• Would you enjoy working collaboratively with 2 advisers, where you are part of the whole process and play a key support function
• Would you enjoy being able to build and develop strong relationships with the clients?

If so, this role could be for you.

Company/Role Information

• Our client is a chartered independent wealth planning company based in Aylesbury
• They are a boutique set up, and you will be working closely with two Advisers on each client's financial plan - they are looking for someone who loves to be involved in the research side and who can offer their technical expertise
• They are situated in a shared office location with a few other companies, so although small themselves - the atmosphere in the office feels nice and social.

This role would suit someone who enjoys taking full ownership of the support function, as you will be responsible for all adviser support from start to finish. Responsibilities will include:

• Appointment booking/contacting clients/diary management
• Sending out authorities and gathering information
• Research/analysis of that information
• Presentation/ discussion with adviser plan for client
• Paperwork creation
• Suitability Report writing
• Submission for compliance checking
• Liaising with providers to get recommendations in place/transfers etc

Other things to note with the role/benefits

• They offer generous annual leave - 28 days holiday plus bank holidays and a further two weeks off between Christmas and new year
• Lots of room for flexibility with Hybrid working. 1-2 days in the office per week maximum required, but the option to go in more if preferred .
• Hours 9am - 5pm.
• Full study and exam support if looking to continue studies

Ideally they feel the role is best matched to someone who either has their diploma, or almost qualified and looking to continue to achieve the diploma. Experience with suitability letter writing, and research is essential.

So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, and lots of work life balance, then please apply for the role and we can run through in more detail.