Cranleigh Personnel is seeking an Annual Review specialist / Junior Paraplanner for a boutique financial planning firm in Aylesbury. The role combines Wealth Planning Administration and Paraplanning, focusing on annual reviews and suitability report writing.
You will work with two Advisers to own the annual review process while developing skills across new business and more complex cases. The position offers hybrid working (1 day in the office per week), generous annual leave, and full study
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Hybrid Annual Review Specialist & Paraplanner in Training in Aylesbury employer: Cranleigh Personnel
Join a dynamic and supportive financial planning firm in Woking, where you'll receive structured training and mentorship from experienced professionals. With a collaborative work culture and regular social events, this company prioritises employee growth and retention, offering a unique blend of close-knit team support and exposure to a vibrant London office. This is an excellent opportunity for those looking to kickstart their career in financial services within a reputable and award-winning business.
