At a Glance
- Tasks: Support Financial Advisers by conducting research and preparing tailored financial plans.
- Company: Established firm in Milton Keynes, specialising in bespoke financial planning.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity to work in a dynamic environment with career advancement potential.
- Why this job: Make a real difference in clients' financial futures while growing your expertise.
- Qualifications: Strong knowledge of financial planning, analytical skills, and Level 4 Diploma (or working towards).
The predicted salary is between 41850 - 51150 £ per year.
Our client is a very well established firm based in Milton Keynes.
They provide trusted, bespoke financial planning to clients nationwide, helping them plan for retirement, manage inherited wealth, mortgages and achieve long-term financial goals.
Role Description
This is a full-time Paraplanner role offered with a competitive salary of depending on experience.
In this role, you will work closely with our Financial Advisers to deliver high-quality technical and client support.
Responsibilities include conducting research and analysis, preparing compliant suitability reports, analysing financial data, and helping develop personalised financial plans.
Staying up to date with legislation, market trends, and regulatory requirements is essential to ensure clients receive outstanding advice.
Qualifications
- Strong knowledge of financial planning and investments
- Excellent analytical and report‑writing skills
- Clear verbal and written communication
- Level 4 Diploma in Financial Planning (or working towards)
- Ability to work independently and collaboratively
- Experience in a similar paraplanning role and familiarity with financial planning software.
- #J-18808-Ljbffr
Paraplanner in Milton Keynes employer: Bespoke Financial Recruitment Solutions
Bespoke Financial Recruitment Solutions is an excellent employer, offering a dynamic work culture in Milton Keynes that fosters collaboration and professional growth. Employees benefit from competitive salaries, ongoing training opportunities, and the chance to work closely with experienced Financial Advisers, making it an ideal environment for those looking to advance their careers in financial planning.
Contact Details:
Bespoke Financial Recruitment Solutions Recruitment Team
