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
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
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