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Financial Planning Specialist

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 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
What We Offer:
  • 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
Requirements:
  • 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.