Paraplanner

Myers Davison Ginger; Aylesbury; On-site; GBP 35,000 - 40,000; Full time

Job summary

A leading financial planning firm in Aylesbury seeks an experienced Paraplanner to enhance their team. The role involves delivering exceptional service to high-net-worth clients, overseeing team workflows, and contributing to company growth. The firm values a supportive culture and offers professional development opportunities. Candidates should be Level 4 qualified and possess strong organizational skills, with a focus on empathy and detail.

Benefits

Competitive salary package

Opportunity for hybrid working

Professional development support

Qualifications

• Experience with high-net-worth clients.
• Ability to work independently and as part of a team.

Responsibilities

• Oversee workflow within the team for client service delivery.
• Develop understanding of company advice standards.
• Undertake fund and transfer analysis.

Skills

Empathy

Proactivity

Attention to Detail

Education

Level 4 Qualification

Tools

Microsoft Office

Job description

Job Description

Paraplanner

Salary: £35,000 - £40,000 per annum dependent on skills and experience

Aylesbury, HP20 – office based

Full Time

About the company

Based in Aylesbury, Buckinghamshire, we are a well-established, chartered firm of independent financial planners. Our business specialises in close collaborative partnerships with professionals in tax and family law, delivering truly holistic services to our high-net-worth clients. We take pride in fostering a supportive, close-knit team culture, and we are committed to developing both our people and the business.

Benefits:

• Competitive salary package
• Opportunity for hybrid working once established in the role
• Challenging and innovative work within a performance-focused environment
• Professional development support, with opportunities to deepen technical knowledge and progress your career

We are looking for an experienced and motivated Paraplanner to complete our team. This role is ideal for someone who is ambitious to develop their career and excited about making a meaningful contribution to the growth of the business. You must be comfortable working both independently and as part of a team, and you will play a key role in helping us deliver an exceptional service to our clients.

Essential experience and attributes:

• Level 4 qualified
• Ability to work confidently with high-net-worth clients, demonstrating empathy and compassion, particularly when dealing with vulnerable individuals
• Experience using proprietary industry software for analysis and forecasting, alongside proficiency with Microsoft Office
• Strong personal organisation and administrative skills
• Highly numerate and literate, with excellent attention to detail
• Proven ability to work proactively and use your own initiative

Key responsibilities but not limited to:

• Oversee the workflow within the team to ensure smooth and timely delivery of client services
• Develop and maintain a thorough understanding of company advice standards and procedures
• Arrange appointments and liaise with providers to ensure reports and recommendations are completed on schedule
• Undertake fund and transfer analysis
• Contribute to ad-hoc projects and tasks as required
• Support and facilitate the ongoing growth of the company

How to apply:

Please submit your CV and a covering letter explaining why you believe you should be considered for this role. We are particularly interested in understanding your motivations and how this position aligns with your career aspirations. If we do not receive a cover letter then unfortunately you will not be considered for this position.