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.
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 Milton Keynes area.
Are you looking to join an award-winning firm that offers great earning potential, a career path, and hybrid working?
In this role you will support financial advisers and paraplanners and be involved in preparing client packs and annual reviews, dealing with client queries and correspondence, liaising with product providers, processing new business and general administration tasks.
This national IFA firm is currently seeking a financial planning administrator to work as part of their busy team in Milton Keynes.
This firm offers excellent training and support and the opportunity to progress your career within the firm.
Posted by Public Practice Recruitment Ltd • £100K/yr to £120K/yr
Are you an ambitious and experienced audit professional looking to take the ultimate senior leadership step in your career?
We are seeking a highly skilled and motivated individual to fill the position of Audit Partner Designate for one of our esteemed clients in Milton Keynes.
This is a unique opportunity to join a prestigious firm and pave your way to becoming a partner, while contributing to the growth and success of the dynamic audit department of a thriving practice.
While you will be providing administration support initially, there is a direct pathway for progression, moving through to technical support, then Paraplanner then Advisor.
This role is best suited to those with IFA Administration experience.
Posted by Capio Recruitment Financial Planning • £25K/yr to £30K/yr
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.
This firm advise on Pensions, Investments, Protection, IHT and corporate employee benefits.
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.