Junior Paraplanner

**Job Title: Junior Paraplanner - Working with Senior Advisor**

**Salary: £27,000 - £32,000**

**Location: Milton Keynes**

A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas. This firm advise on Pensions, Investments,Protection, IHT and corporate employee benefits. All of this is using the latest technology to add to their service, and they offer Pension reviews and cash-flow modelling to their clients.

They have a good reputation within the marketplace and the firm’s Financial Planners are supported by the technical back office team. This role would suit someone who is Diploma Qualified or on their way to this, and wants to test their technical knowledgewithin an established Financial Planning Firm.

This role would involve supporting the firms financial planners with suitability report writing, fact finding, risk profiling and being involved with some client meetings as well as liaising with the administrators at the firm.

There is a friendly, outgoing team at the firm and you will be an important part of that working within the paraplanners and administrators to provide a high quality service to the clients at the firm.

**The Required Skills**:

- Level 4 Diploma qualified or progress made towards this.
- Experience in providing paraplanning support within a financial planning / wealth management firm previously.
- Good communication skills and comfortable dealing with clients face to face, on the phone and through written correspondence.
- Strong technical knowledge, particularly around pensions and investments, along with a desire to continue developing this.
- Good understanding of the FCA and how a Financial services firm operates.

**If you are interested in hearing more about this position, please get in touch with us at Capio.