Paraplanner

Description:

This highly respected Chartered Financial Planners firm based in Milton Keynes are currently seeking a diploma qualified Paraplanner to join a team of 4 Paraplanner's. You will be an articulate and highly driven individual who is a key team player. In return you will be joining a company that offer excellent career progression opportunities and pride themselves in providing a great working environment.

Responsibilities include:

  • Product research
  • Report writing and the production of compliant suitability letters
  • Regular review of client portfolios.
  • Administration and more general client queries are managed by the sales support unit allowing each Paraplanner to focus on more technical work.

Requirements:

Essential

  • Level 4 Diploma in Financial Planning or AFPC (Advanced Financial Planning Certificate).
  • Excellent reporting skills & attention to detail, along with good oral & written communication skills.
  • Microsoft Office (Outlook, Word & Excel, Powerpoint)


  • Job Number: 26169
  • Salary: £25,000 to £35,000 
  • Sectors: Paraplanners
  • Types: Permanent
  • Locations: Milton Keynes, Buckinghamshire
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