IRC is delighted to be recruiting on behalf of our client, a national firm of IFA's for an experienced Paraplanner to join their team based at their Milton Keynes offices.
After assessing these against the client's financial objectives, you will produce timely and compliant Financial Planning
The successful candidate will work closely with their Financial Advisers by providing technical support in the process of servicing the Clients' Financial Advice needs, instinctively providing excellent standards of client service, and conduct detailed research on clients' existing and potential arrangements.
Looking for a new opportunity as a Paraplanner as you feel undervalues?
We are currently seeking a skilled and motivated Paraplanner to join our dynamic team and contribute to their mission of delivering exceptional financial services.
A leading IFA firm committed to providing comprehensive wealth management solutions to our diverse clientele.
Are you an experienced paraplanner looking to take the next step in your career?
My client is seeking a Head of Paraplanning to join their dynamic team in Milton Keynes.
As the Head of Paraplanning, you will play a pivotal role in providing technical support toFinancial Planners and ensuring the delivery of exceptional client service.
Following an extremely successful period of business, our client is now looking to expand by adding a new experienced Financial Advisor to the Financial Planning team.
Working closely on Investment, pension, and Inheritance tax planning, as well as providing small businesses with pension/protection advice.
They are seeking a caring and dedicated Learning Support Assistant (LSA) to join their team.
TimePlan are working with an ASD/SEMH school based in Milton Keynes.
The school provides quality and personalised education for young people between the ages of 11 and 16 with on-going social, emotional, and mental health needs.
Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
Our client who are a national IFA firm with offices across the UK are currently seeking an experienced paraplanner to work in their Milton Keynes office (hybrid working possible).
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.