Paraplanner

Paraplanner, central Buckinghamshire

Hybrid working

£35,000 - £45,000

This role is ideal for a Level 4 qualified paraplanner with a strong attention to detail and a passion for working as part of a close-knit, high-performing team. If you thrive on meaningful work, have experience supporting high-net-worth and sometimes vulnerable clients, and want to play a key part in a company’s growth, this could be the right move for you. You’ll also benefit from a flexible, hybrid working arrangement once established in the role. The firm are using cutting edge technology to grow from a small business, to a multi million pound firm and they want to take a paraplanner along with them.

The Business

This is a well-established chartered financial planning firm known for delivering genuinely holistic advice. The team works closely with other professionals in tax and family law, allowing them to provide high-value clients with integrated financial solutions. The culture is collaborative, supportive, and growth-focused, and they’re keen to bring in someone who is aligned with their mission and values. You'll be joining a business that supports your development and encourages you to contribute ideas that help drive the business forward. The firm put a key focus on utilising technology, including AI, to help improve their processes and get more clients on board.

The Role

The firm are looking for a paraplanner to join them, help grow the business and get involved in all areas. You'll be joining a close knit team with plans in place to grow and you'll be involved in the centre of that. You'll be getting involved with writing technical reports, carrying out in depth research and supporting the advisors in providing quality advice to their clients. The clients come from a range of professional connections that the firm has established with accountancy practices, law firms, tax advisors, etc.

A typical day may involve liaising with providers, arranging appointments, supporting technical paraplanning, tax calculations and cashflow planning and ensuring internal standards/processes are followed. You’ll also have the opportunity to contribute to ad-hoc projects that support the firm’s growth. It’s a role with structure but also the freedom to bring your own initiative.

Benefits

• £35,000 - £45,000 salary (negotiable)
• Hybrid working
• Support for ongoing professional development and qualifications
• Opportunity to shape the role and grow with the business
• Flexible working hours
• 25 days holiday
• Pensions scheme
• Sick pay

How to Apply

If this sounds of interest, please click the apply button and we will get straight in touch. From there it would be an initial teams call with the business, followed by an in-person interview in the office.