If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Birmingham area.
They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.
Are you looking to join an award-winning firm that is offering great earning potential, career path and hybrid working?
This is a fantastic opportunity for an experienced Paraplanner to join their paraplanning team and provide day-to-day product and technical support to the business and the advisers.
We're assisting a forward-thinking Financial Planning firm near Milton Keynes where the employees enjoy being part of a fantastic, long-established team.
The firm in the last few years has experienced great success and is looking to continue growing over the coming years.
Posted by Capio Recruitment Financial Planning • £25K/yr to £30K/yr
This firm advise on Pensions, Investments, Protection, IHT and corporate employee benefits.
A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas.
All of this is using the latest technology to add to their service, and they offer Pension reviews and cash-flow modelling to their clients.
While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor.
Up to £35,000; Office based role
This role is best suited to those with IFA Administration experience.
One of our Milton Keynes based clients have an excellent opportunity for a first/second jobber to join their SIPP team (Self Invested Personal Pensions) as a Trainee Pension Administrator.
DUTIES & RESPONSIBILITIES
Full training provided with long term career advancement.
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