Milton Keynes
This is a respected IFA practice that builds long term, trusting relationship with their clients by providing their financial planning services to their clientele both at the outset and as an ongoing service.
They embrace the use of new technology and have a well-qualified support team assisting the IFA’s to make the best decisions for their clients.
This is a fantastic position for an experienced paraplanner to join a growing firm that can offer genuine career development by allowing you to be a key part of the firm’s ongoing successes.
You will be part of a very friendly team and be actively involved in the back-office process as a key member. You will get to work closely with a team of experienced financial advisors.
- Competitive salary with annual reviews
- 3 x life cover
- PHI
- Parking
- 5% matched contributions
- PMI
- Friday afternoon off
- Hybrid working
- Remote working however attendance would be required for socials, training and occasional meeting
What’s needed for me to be considered?
- Qualified – CII Level 4 diploma
- Highly experience within an independent, unrestricted IFA practice
- Effective communication, both written and verbal
- Be competent with industry software including Intelliflo (or similar), Voyant, Iress, Ateb (or similar)
- Have a professional, proactive and positive attitude
What’s next?
Apply today to be considered for this Paraplanner opportunity. If this specific Paraplanner vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career
Job Synonyms: Paraplanner, Chartered technical support, Chartered Paraplanner, para-planner, financial planning technician, IFA support, private client paraplanner, report writer