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.
This firm will support you with both technical qualifications and skills in the role and longer term the potential to progress towards being a financial planner.
You must have strong tax, trusts and pensions knowledge, have paraplanning experience and ideally be CII Level 4 Diploma qualified and keen to study further qualifications.
Basic salary up to £40,000 and benefits