Financial Planning Coordinator

7 days ago


Aylesbury, Buckinghamshire, United Kingdom Capio Recruitment Full time

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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