Paraplanner

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

Full job description from WhatJobs. Apply for this role →