Annual Review specialist / Junior Paraplanner Location: Aylesbury Salary: £38,000-£48,000 depending on experience Working pattern: Hybrid - just 1 day in the office per week - with the option for more if desired Are you an experienced Wealth Planning Administrator with strong annual review experience, looking to develop your paraplanning skills further? This is an opportunity to take ownership of the full annual review process, working closely with two experienced Advisers while gaining exposure to new business and more complex paraplanning work. With a highly flexible working arrangement, generous annual leave and full study support, this role offers the chance to develop technically while maintaining a great work-life balance. The Company Our client is an independent financial planning firm based in Aylesbury. This boutique practice works closely with its clients to provide tailored financial planning advice, with a collaborative approach between the Advisers and support team. You''ll be part of a small team, based in a shared office space with other businesses, creating a friendly and sociable working environment. The Role This is a varied, start-to-finish position combining Wealth Planning Administration and Paraplanning, with a main focus on annual reviews and suitability report writing. You''ll work closely with two experienced Advisers, taking ownership of the annual review process while developing your technical skills across new business and more complex cases. ..... full job details .....