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).
Working as a paraplanner you will work very closely with the independent financial advisers in providing holistic financial planning solutions to HNW clients.
You will be responsible for preparing suitability reports, technical research and ensuring all compliance policies and procedures are adhered to.
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.
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.
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.
A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes on a opportunity for a Paraplanner to join their team.
With a technical back-office team, this role would suit someone who is diploma qualified and wishes to test their technical knowledge within an established financial planning firm.
This firm has a strong reputation in the industry, providing advice on Pensions, Investments, and Corporate Advice.
We specialise in placing candidates within the project sector using our career progression and placement program.
Are you looking to benefit from a new career in Project Management?
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
Are you looking to benefit from a new career in Project Management?
We do this using our specialised programme looking at placing candidates into gateway project management positions to build the foundation of a project management career.
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
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.