Financial Planning Coordinator
7 days ago
A exciting opportunity has arisen within a modern Chartered Financial Planning firm based in Aylesbury, Buckinghamshire.
We are seeking a highly motivated and ambitious individual to join our team as a Paraplanner, providing exceptional client service and supporting the growth of our business.
The successful candidate will have a genuine passion for delivering outstanding results, be able to work independently, and possess excellent communication skills.
In return, we offer a favourable salary package of £32,000 per annum, plus a range of benefits including flexible hybrid working, death in service, discounted vacations, and a generous holiday allowance.
This is an ideal role for someone looking to develop their career in financial services, with clear progression routes and exam support available.
About You...
· Able to deliver exceptional client service
· Personable and articulate
· Gained or working towards Level 4 Diploma in Financial Advice
· Previous experience working within a Financial Planning/Wealth Management firm
On a day-to-day basis, you will be responsible for:
· Preparing and submitting new business cases
· Being the first point of contact for clients
· Preparing meeting packs and liaising with providers
· Writing recommendation reports and modelling cash flow
· Creating lasting relationships with clients and colleagues
Benefits include:
· Clear progression route and exam support
· Opportunity to work within a forward-thinking, tech-focused firm
· Fulfilling but challenging role with job satisfaction around every corner
· Flexible hybrid working
· Death in Service
· Discounted vacations
· Generous holiday allowance
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