Qualified Paraplanner
Base Salary up to £30k
Milton Keynes location
We are currently recruiting for an office based Paraplanner for an excellent IFA practice in Milton Keynes. The company is well established with a great financial services reputation . They have strong client servicing, deal with HNW clients and have fantastic staff retention. The succesful applicant will be a team player who will receive an excellent remuneration package including:
- Basic salary up to £25k depending on experience
- Benefts package
- Plush offices
- Paid holiday
Description for Qualified Paraplanner
Our client is a top quality IFA practice with an excellent reputation. We are looking to recruit a qualified and experienced Paraplanner to work within the practice, taking responsibility for all paraplanning and support functions in a busy office, at which you will be expected to:
- Provide assistance to the IFA's of the practice
- Preparation of technical reports
- Research products and funds to enable advisers to make recommendations
- Review any existing pensions and investment arragements
- Ensure that best practice is followed and legislation adhered to.
- Manage relationships in a rich and dynamic fashion
Experience Required for a Paraplanner
As a qualified and experienced Paraplanner you will be expected to have recent experience in a similar regional type environment and be required to have the following:
- Financial services admin experience
- At least FPC3 qualification or equivalent
- Advanced qualifiactions would obviously be ideal
- Previous experience in a similar role
- Excellent communication skills
- Good team player
- Experience of using research tools
Qualified Paraplanner
Candidates must have a UK passport or be eligible to work in the UK to apply
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