Financial Planning Specialist
3 days ago
We are assisting a forward-thinking Financial Planning firm near Milton Keynes in their search for an experienced Paraplanner to join their team.
This is a fantastic opportunity for a skilled Paraplanner to provide day-to-day product and technical support to the business and the advisers, while also liaising with management to ensure the smooth running of client service processes.
Key Responsibilities:- Support Advisers within an IFA environment
- Provide comprehensive market knowledge and technical ability
- Liaise with management to ensure smooth client service processes
- Competitive salary
- Transparent team bonus scheme
- Exam support with bonuses
- Free onsite car parking
- Charity day
- Wonderful work environment
- Hybrid working available after 6 month probation
- Staff gym
- Access to electric car charging
- Pension (Salary Exchange)
- Valuable Life Assurance for loved ones
- Private medical insurance
- Optional health screening
Desired Skills:
- Level 4 qualified, ideally working towards Chartered
- Previous experience supporting Advisers within an IFA environment
- Comprehensive market knowledge with strong technical ability
If you are a skilled Paraplanner looking for a new challenge, please apply today. We also welcome referrals and offer a £200 referral fee for successful placements.
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