At a Glance
- Tasks: Provide expert financial planning support and create detailed reports for clients.
- Company: Join a leading FTSE 100 Wealth Management company with a strong reputation.
- Benefits: Competitive salary up to £50,000, supportive work culture, and opportunities for growth.
- Other info: Enjoy a positive work/life balance in a dynamic and successful team.
- Why this job: Make a real difference in clients' financial journeys while developing your skills.
- Qualifications: Experience in paraplanning and strong report writing skills are essential.
The predicted salary is between 40500 - 49500 £ per year.
Location - Milton Keynes
Salary - Up to £50,000 (DoE)
We are an SJP Partner Practice looking to appoint an experienced Paraplanner to join our growing team. Our Practice is highly successful and prides itself on offering a first-class service to all our clients, providing them with a range of investment and retirement products and solutions to meet their financial goals and objectives.
You will be providing technical expertise to support and assist in this process, through undertaking detailed research and analysis of a wide variety of financial planning solutions, plus producing compliant financial planning reports for our Financial Advisors/Partners to present to clients.
As our Paraplanner, you will be the go-to individual for advice on technical queries and your duties will focus on covering the full client journey, including:
- Conducting research to source suitable solutions
- Completing detailed and informative reports
- Liaising with the Administration team to ensure business is accurately processed and systems are correctly updated
There may be opportunities to attend or even host client facing meetings from time to time. You will always strive to produce well thought out and meaningful Client reports that demonstrate your attention to detail and understanding of their needs.
Paraplanner Requirements
- You should be an experienced Paraplanner with great report writing skills
- Level 4 Diploma is desirable but not required if you have good paraplanning experience
- You will have experience of Life, Pension and Investment products
- Team fit is important to us, and we have a positive approach to work/life balance, so we are looking for like-minded individuals
If this sounds like the right opportunity for you, we’d love to hear from you. The application process is straightforward, and every application is personally reviewed.
Please note that this Partner Practice will conduct a standard Financial and Identity check on any candidates who are offered a role within this Practice.
When applying for this role, you will be directed to the application site of Burgh Recruitment. Please ensure you tick the Privacy Policy box and click the green 'apply to this job' at the bottom of the application page. Once your application is completed, you will receive a confirmation email from Burgh Recruitment.
Paraplanner in Milton Keynes employer: Premium site
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StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Milton Keynes
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We think you need these skills to ace Paraplanner in Milton Keynes
Some tips for your application 🫡
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