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For Companies At a Glance
- Tasks: Collaborate with advisers on financial plans and conduct research for bespoke reports.
- Company: Boutique wealth planning company in Aylesbury with a social office atmosphere.
- Benefits: Competitive salary, 28 days holiday, hybrid working, and full study support.
- Why this job: Join a collaborative team and make a real impact on clients' financial futures.
- Qualifications: Experience as a Paraplanner and strong research skills.
- Other info: Flexible hours and opportunities for both full and part-time roles.
The predicted salary is between 38000 - 50000 £ per year.
Job Description
Date posted: 18 September 2025
Pay: £38,000.00-£50,000.00 per year
Job Description:
Paraplanner – Full or Part Time considered
Location: Aylesbury
Ample home working – 1-2 days office based per week maximum
Salary: £38,000 – £50,000 depending upon experience
- Are you a Paraplanner looking for your next role?
- Are you looking for more home working and flexibility?
- Would you enjoy working collaboratively with 2 advisers and playing a pinnacle support role with a high level of responsibility
- Would you enjoy being able to build and develop strong relationships with the clients?
- Would you like to work in a truly collaborative environment where you are part of the whole process – including full research, bespoke reports and cash flow modelling?
If so, we can help
Company/Role Information
- Our client is chartered independent wealth planning company based in a High Street location in Aylesbury
- The company is a boutique wealth planning company and you will be working closely with two Advisers. They are situated in a shared office location with a few other companies, so although small themselves – the atmosphere in the office is social.
- This role is all about collaborating with the Advisers on each client's financial plan – they are looking for someone who loves to be involved in the research side and who can offer their technical expertise
Other things to note with the role/benefits
- They offer 28 days holiday plus bank holidays and the two weeks off between Christmas and new year
- Hybrid working – 1-2 days in the office per week. Lots of room for flexibility with working and happy to consider both full and part time.
- Hours 9am – 5pm.
- Full study and exam support if looking to continue to Chartered status
So, if you are looking for truly collaborative environment with the chance to be involved in interesting cases/research, and lots of work life balance, then please apply for the role and we can run through in more detail.
Paraplanner - 1 day in the office per week employer: Cranleigh Personnel
Contact Detail:
Cranleigh Personnel Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner - 1 day in the office per week
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance industry and let them know you're on the hunt for a Paraplanner role. You never know who might have the inside scoop on an opportunity or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews! Research the company and its values, especially since they focus on collaboration and client relationships. Be ready to discuss how your skills align with their needs and share examples of your past experiences.
✨Tip Number 3
Show off your technical expertise! Since this role involves research and bespoke reports, be prepared to talk about your experience with financial planning tools and methodologies. Highlight any relevant projects you've worked on that demonstrate your capabilities.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we’re here to support you every step of the way, so take advantage of our resources to help you land that dream job!
We think you need these skills to ace Paraplanner - 1 day in the office per week
Some tips for your application 🫡
Tailor Your CV: Make sure your CV reflects the skills and experiences that match the Paraplanner role. Highlight any relevant experience in financial planning, research, and client relationship management to show us you're the right fit.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this role and how your background aligns with our collaborative environment. Be genuine and let your personality come through!
Showcase Your Technical Skills: Since this role involves a lot of technical expertise, don’t shy away from mentioning specific tools or methodologies you’ve used in your previous roles. We want to see how you can contribute to our team right from the start!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy and straightforward!
How to prepare for a job interview at Cranleigh Personnel
✨Know Your Stuff
Make sure you brush up on your technical knowledge related to paraplanning. Understand the financial planning process, cash flow modelling, and the specific tools or software the company might use. This will show that you're not just interested in the role but are also prepared to contribute from day one.
✨Show Your Collaborative Spirit
Since this role involves working closely with advisers, be ready to discuss examples of how you've successfully collaborated in the past. Highlight your ability to build strong relationships and work as part of a team. This will demonstrate that you fit well into their collaborative environment.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company's approach to client relationships and the specifics of the paraplanning process. This shows your genuine interest in the role and helps you gauge if the company culture aligns with your values.
✨Flexibility is Key
Since the role offers hybrid working, be prepared to discuss your preferences for remote versus office work. Emphasise your adaptability and willingness to find a balance that works for both you and the team. This will highlight your understanding of the company's flexible working ethos.
