Are you currently supporting Financial Adviser with paraplanning duties and looking to be part of a friendly team?
This long established local financial advisory firm has been providing financial planning advice to their loyal bank of clients. The business is run from their smart offices in Milton Keynes. Their existing Paraplanner is due to retire in the coming months, therefore they are keen to recruit a replacement as soon as possible.
Roles and responsibilities
In your role, 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. If you are experienced in supporting Advisers with pension switches / transfers, this would be beneficial (however, not essential).
Requirements to be considered
In order to be considered for this role, you should be either Level 4 DipFA qualified (or equivalent) or close to achieving it. In addition, you should ideally have experience of supporting financial advisers and have ability to learn processes etc.
- Salary of circa £30,000 dependent upon experience plus potential bonus
- Normal working hours with some flexibility considered
- Free parking right outside their office
- Working for a small, friendly local advisory firm
- Supporting well qualified and experienced Financial Advisers
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- Financial Planning
- Financial Services
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