Accounting/Financial/Insurance  2023-08-23 16:25:58


£26000 – £36000/annum CPD, exam support, 28day+BH

HP20, Aylesbury, Buckinghamshire

Junior Paraplanner / Trainee Paraplanner / Report writer / Technical Administrator / Adviser Support

This is an exciting opportunity for a Junior Paraplanner to join a successful Chartered Financial Firm based in Aylesbury. The company offers hybrid working so you'll be provided with the technology to make this possible. The initial induction will be office based however after that they are very flexible.
This is a small friendly team so you will become close with the clients and have a full overview of the financial planning process.

Benefits include Hybrid working, exam support, 28 days holiday plus bank holidays and public holidays, 5% employer contribution, and quarterly CPD sessions.

What’s needed to be considered?

* Level 4 Diploma qualified or be working towards

* Prior experience in writing suitability reports

* A desire to be part of a team who provides excellent service to their clients

* The ability to work with minimal direct supervision.

What's next?

Apply today to be considered for this Paraplanning opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Paraplanner, Report writer, Adviser Support, Trainee Paraplanner, Technical Support, Associate Planner


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