Cranleigh Personnel is seeking a Paraplanner in Aylesbury with hybrid working (1-2 office days per week). You will support two advisers, handle research, report writing, and client communications to help deliver comprehensive financial plans.
The role emphasizes ownership of the support process from start to finish, including diary management, documentation, and compliance submissions. Salary Β£40,000βΒ£50,000 depending on experience.
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Paraplanner β Hybrid, Collaborative Wealth Planning 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.