Are you a current Paraplanner looking for the progression to undertake advanced paraplanning by supporting a Chartered Financial Advisor? If so, this Paraplanner job in Milton Keynes could be of interest

As a Paraplanner, you will be supporting the 2 Principal Financial Advisers and their loyal clients. You will be responsible for helping to service existing relationships through writing reports, preparing meeting packs and submitting new business onto the systems.

In addition, you will be mentored by their Senior Paraplanner, to assist you in learning complex financial planning, so that you can broaden your knowledge and skillset.

The Company

This long established, local financial advisory firm has been providing financial planning advice to their loyal bank of clients. As a small, close-knit team, they thrive on working closely together to each the most appropriate outcomes. The business owner is also passionate about striking a healthy work/life balance so the team take genuine interest in each other’s wellbeing.

Paraplanner requirements

* You should ideally be either Level 4 DipFA qualified (or equivalent) or close to achieving it

* You should ideally have experience of providing paraplanning support to Financial Advisers

Paraplanner Benefits

* Salary of £30,000 – £36,000 dependent upon experience

* Plus discretionary bonus

* 9am – 5pm, Monday to Friday

* Initially, you will be fully office based whilst you learn the ropes, with view to enable 2 days work from home

* Working for a small, friendly local advisory firm

Locations

Milton Keynes

Liability and Disclaimer

Whilst FM TOP JOBS LTD uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by FM TOP JOBS LTD for any loss or damage which may arise out of any person relying on or using any information