Paraplanner
Eden Rose
Date: 18 hours 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
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
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
- 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
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 resumeSimilar jobs
Bathroom Showroom Manager
Travis Perkins plc,
Milton Keynes
19 hours ago
Showroom Manager - [Milton Keynes] (Great Work-Life Balance!)Who We AreWe’re Benchmarx Kitchens & Joinery, part of the Travis Perkins family since 2006. We’re all about delivering stylish, high-quality kitchens that cater to all tastes and budgets. With over 150 branches and showrooms, we offer top-tier appliances, worktops, and joinery from leading brands.We work closely with installers to design and deliver...
Order Management Specialist
Ingram Micro,
Milton Keynes
3 days ago
About The JobAn exciting opportunity has arisen for a result-driven person to join our Order Management Team on a permanent basis.Our Order Management Team is a crucial part of the success and as the business continues to grow, we need to ensure we are able to effectively manage customers’ orders from receipt to delivery.What your role as an Order Management...
Account Executive
Ingram Micro,
Milton Keynes
4 days ago
About The JobIn this role, you’ll become an expert in the offerings of some of the world’s leading technology vendors—the companies behind the tools, software, and platforms that power modern businesses. You’ll use that knowledge to support both our customers and internal teams, acting as a trusted advisor and helping clients identify the right technology to support the work they...