Paraplanner

Eden Rose


Date: 3 weeks ago
City: Milton Keynes
Contract type: Full time
Milton Keynes – Free Parking

Hybrid – once or twice a week in the office after 2weeks of training

This is a highly respected IFA practice that prides itself on building long-term, trusted relationships with its clients. Their financial planning service is delivered both at the outset and as an ongoing partnership, ensuring clients receive the very best advice throughout their journey.

The firm embraces modern technology and has a well-qualified support team working alongside its advisers, enabling them to provide high-quality, tailored solutions.

The opportunity

No Admin work!!! This is a fantastic opportunity for an experienced Paraplanner to join a growing firm where you will be a key part of the business’s ongoing success. You will work as part of a friendly, collaborative team and be actively involved in the back-office process and supporting experienced advisers. If you would like to become an Financial Planner, then there could be progression over a 3year window via their training course.

Benefits

  • Competitive salary with annual reviews
  • 3 x life cover
  • Permanent Health Insurance
  • Private Medical Insurance
  • 5% matched pension contributions
  • Free Parking – Winner!!
  • Friday afternoons off
  • Hybrid working – in office once or twice a week

What’s needed to be considered for this paraplanner position:

  • Diploma qualified (or working towards Level 4)
  • Previous paraplanning experience within an IFA environment
  • Strong written and verbal communication skills
  • A professional, proactive, and positive approach

Apply today to be considered for this Paraplanner opportunity. If this particular vacancy isn’t the perfect fit, please do still get in touch – we work on a variety of roles across the financial planning sector. You can send your CV directly to this advert or contact us for a confidential discussion.

Additionally, if you know someone who could be a good fit, please refer them – we offer a £200 referral reward if we assist them in securing a new role.

Job Synonyms: Paraplanner, Chartered Paraplanner, Technical Support, Financial Planning Technician, Report Writer, IFA Support

How to apply

To apply for this job you need to authorize on our website. If you don't have an account yet, please register.

Post a resume

Similar jobs

Senior Lead Claims Handler

NHBC, Milton Keynes
3 hours ago
Salary: £50,000.00 - £55,000.00 (depending on experience) + 10% performance bonusWorking location: Milton Keynes (3 days in the office + 2 days WFH)Employment Type: Full Time, PermanentJob SummaryThe Senior Lead Claims Handler has primary responsibility for the management and successful delivery of large and/or complex claims cases. You will set both you own and others’ strategies for claims and manage...

HGV Class 2 Driver

Speedy Hire, Milton Keynes
3 weeks ago
Speedy are the UK’s leading hire provider with the widest range of tools, specialist hire equipment, plant and support services – everything for every job!Flexible hours available this includes job shares/ amended hours, we will consider all. Offering a work/life balance is of great importance to Speedy!Role - HGV Class 2 DriverLocation - Milton KeynesDays of work - Mon -...

Field Service Technician (m/f/d) - Shaping the Future of Solar Energy

SMA Solar, Milton Keynes
3 weeks ago
Are you ready to power up your career with SMA Solar Technology AG? Join our dynamic team and be part of a global leader in renewable energy, driving innovation and excellence in solar solutions across the UK.Your Mission Maintain: Ensure peak performance by servicing, repairing, and inspecting commercial and utility inverters. Commission: Lead the setup and testing of PV systems...