Paraplanner (Stokenchurch)

Perspective Financial Group Ltd; Stokenchurch; On-site; GBP 30,000 - 45,000; Full time

Job summary

Perspective Financial Group Ltd is seeking a motivated Paraplanner for their Stokenchurch office. This integral role involves supporting Financial Planners with technical assistance and producing detailed financial planning reports based on client needs.

The ideal candidate will exhibit professionalism and a commitment to high-quality client service. The working hours are Monday to Friday, 9 am to 5 pm, totaling 35 hours weekly.

Qualifications

• Experience in providing high-quality support.
• Motivated, friendly, and professional demeanor.

Responsibilities

• Provide technical support during client servicing.
• Conduct detailed research on clients' financial arrangements.
• Produce timely and compliant financial planning reports.

Job description

Perspective (Central & East) Ltd / Perspective (Chiltern)

Job Description

We have a fantastic vacancy for a Paraplanner to join our Stokenchurch Office. This is an integral and varied role, and your experience in providing high‑quality support will be invaluable to the whole team.

You will work closely with our Financial Planners by providing technical support during the servicing of our clients’ financial advice needs, providing excellent standards of client service, and conducting detailed research on clients’ existing and potential arrangements. After assessing these against the clients’ financial objectives, you will produce timely and compliant financial planning reports.

You will need to be motivated, friendly, and professional at all times.

Office: Perspective (Chiltern)

Location: Stokenchurch

Hours: Monday – Friday 9am to 5pm with a one hour break (35 hours)

Salary: Competitive, dependent on experience and qualifications. Available upon request.

Please note: any offer of employment is subject to satisfactory criminal record background checks.