Paraplanner - 1 day in the office per week

Paraplanner Location: Aylesbury Home working - 1-2 days office based per week maximum Salary: £40,000 - £50,000 depending upon experience Are you a Paraplanner looking for more home working and flexibility? Would you enjoy working collaboratively with 2 advisers, where you are part of the whole process and play a key support function Would you enjoy being able to build and develop strong relationships with the clients? If so, this role could be for you. Company/Role Information Our client is a chartered independent wealth planning company based in Aylesbury They are a boutique set up, and you will be working closely with two 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 They are situated in a shared office location with a few other companies, so although small themselves - the atmosphere in the office feels nice and social. This role would suit someone who enjoys taking full ownership of the support function, as you will be responsible for all adviser support from start to finish. Responsibilities will include: Appointment booking/contacting clients/diary management Sending out authorities and gathering information Research/analysis of that information Presentation/ discussion with adviser plan for client Paperwork creation Suitability Report writing Submission for compliance checking Liaising with providers to get recommendations in place/transfers ..... full job details .....