Paraplanner

Paraplanner 

Location: Buckinghamshire 

Salary: £35,000 – £40,000 per annum (negotiable, dependent on skills and experience)
Employment Type: Full Time
Location: Office-based (with potential for hybrid working once established)

Are you an experienced and motivated Paraplanner looking to take the next step in your career? We’re seeking a professional with a Level 4 Diploma in Financial Planning to join a high-performing team delivering holistic financial services to high-net-worth clients.

Key Responsibilities

• Writing detailed financial reports
• Conducting in-depth research and analysis
• Setting appointments and managing client communications
• General administrative support
• Speaking directly with clients, including vulnerable individuals, with empathy and professionalism
• Undertaking fund and transfer analysis
• Supporting ad-hoc projects and contributing to team initiatives

What We Offer

• Competitive salary package
• Opportunity for hybrid working once settled into the role
• A collaborative and innovative working environment
• Support for professional development and technical growth
• Exposure to complex financial planning cases and high-net-worth clients

Requirements

• Level 4 Diploma in Financial Planning (essential)
• Proven experience in a paraplanning role
• Strong communication skills and client-facing confidence
• Proficiency in Microsoft Office and industry-specific software
• Ability to work independently and as part of a team