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Financial Planning Assistant

2 months ago

Milton Keynes, United Kingdom Heat Recruitment Ltd Full time
Paraplanner Opportunity

We are assisting a forward-thinking Financial Planning firm near Milton Keynes, where employees enjoy being part of a fantastic, long-established team.

The firm has experienced great success in recent years and is looking to continue growing over the coming years.

This is a fantastic opportunity for an experienced Paraplanner to join their paraplanning team and provide day-to-day product and technical support to the business and the advisers.

You will also have the opportunity to liaise with management to ensure the company's smooth running of client service processes.

What's on Offer?
  • Transparent team bonus scheme
  • Exam support with bonuses
  • Free onsite car parking
  • Charity day
  • Wonderful work environment
  • After your 6 month probation, hybrid working is available
  • Staff gym
  • Access to electric car charging
  • Pension (Salary Exchange)
  • Valuable Life Assurance for your loved ones
  • Private medical insurance
  • Optional health screening
Requirements
  • Level 4 qualified, ideally working towards Chartered
  • Previous experience supporting Advisers within an IFA environment
  • Comprehensive market knowledge with strong technical ability

Apply today to be considered for this Paraplanner opportunity. If this specific Paraplanner vacancy is not exactly what you are looking for, please contact us to discuss other opportunities we may be recruiting for that aren't necessarily advertised.