AWS Advice
Paraplanner
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Role overview:
Salary – £35,000 – £65,000, dependent on qualifications and experience
- Discretionary Annual Bonus
- Workplace pension
- 25 days holiday plus bank holidays
- Career progression and study support
- Enhanced parental leave policy
- Private Health Insurance
- Flexible work from home arrangements available, although training and probation will be full time in office.
Responsibilities:
- Assist in conducting research on financial products, including investment packages, pension schemes, and insurance plans.
- Ensure all financial advice adheres to the UK’s Financial Conduct Authority regulations.
- Develop and implement administrative policies and procedures to improve the firm's efficiency and effectiveness.
- Managing confidential files and maintaining a clean and organized office environment.
- Provide administrative support to advisers, paraplanners and the team in general, including produce applications and packs for clients, and drafting correspondence.
- Coordinate with various providers, our network and clients to ensure smooth communication and coordination of activities.
- Plan and organize events, meetings, and other activities as required.
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Skills:
- Strong understanding of tax, trusts, various wrappers, and investment principles
- Excellent organization, time management, and problem-solving skills.
- Strong communication and interpersonal skills, with the ability to work effectively with employees at all levels of the firm.
- The ability to manage multiple priorities and work in a fast-paced environment.
- Works well in a team.
- Has a desire to achieve great client outcomes.
- Excellent written and verbal communication skills.
- Highly organised, self-motivated and disciplined.
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Company Description
AWS Advice, formerly known as Ambasna Wealth Solutions, is a boutique financial planning practice with over 40 years of heritage, founded in 1981. We are known for building long-term, trusted relationships with our clients and supporting them through every stage of their financial lives with clarity, warmth and genuine care. Our team is approachable, collaborative and committed to delivering outstanding client outcomes. As our client base continues to grow and the financial landscape becomes increasingly complex, we are strengthening our paraplanning function to ensure we maintain the high standards our clients expect. We are looking for a motivated, detail-driven individual who thrives in a team environment and takes pride in producing high-quality work. This role is central to supporting our advisers, enhancing our technical capability, and ensuring our advice remains fully aligned with FCA requirements. Joining AWS Advice means becoming part of a supportive practice that invests in your development. We offer a competitive salary, study support, clear progression opportunities and a benefits package designed to help you thrive. If you are organised, proactive and passionate about delivering excellent client service, we would love to hear from you.
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