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.
- 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.
- 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)