Junior Paraplanner

2 weeks ago


Aylesbury, United Kingdom Heat Recruitment Full time

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 officebased 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 mínimal direct supervision.

**What's next?**
- Paraplanner, Report writer, Adviser Support, Trainee Paraplanner, Technical Support, Associate Planner _#LI-LW1