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Senior Paraplanner

Heat Recruitment
Posted 22 days ago, valid for 7 days
Location

Milton Keynes, Buckinghamshire MK10 9QA

Salary

£55,000 - £66,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are assisting a Financial Planning firm near Milton Keynes that is looking for an experienced Paraplanner to join their team.
  • The ideal candidate should be Level 4 qualified and have previous experience supporting Advisers within an IFA environment.
  • This role offers a competitive salary along with a transparent team bonus scheme and various employee benefits.
  • Candidates are expected to have comprehensive market knowledge and strong technical ability, with experience in a paraplanning role.
  • The firm is committed to growth and provides a wonderful work environment with opportunities for hybrid working after a 6-month probation.

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.

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. You will also have the opportunity to liaise with management to ensure the company's smooth running of client service processes.

On offer is an extremely competitive salary plus...

  • Transparent team bonus scheme
  • Exam support with bonuses
  • Free onsite car parking
  • Charity day
  • Wonderful work environment
  • After your 6 month probation hybrid working is available
  • Staff gym
  • Access to electric car charging
  • Pension (Salary Exchange)
  • Valuable Life Assurance for your loved ones
  • Private medical insurance
  • Optional health screening

Desired Skills for this paraplanner position:

  • Level 4 qualified but ideally working towards Chartered
  • Previous experience supporting Advisers within an IFA environment
  • Comprehensive market knowledge with strong technical ability

What's next?

Apply today to be considered for this paraplanner opportunity. If this specific Paraplanner vacancy is not exactly what you are looking for please contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career

Report Writer, Paraplanner, Paraplanning, Para-planner, Financial Planner, Technical Sales Support, Technical Planner, Para Planner, Adviser Support, Cashflow planner

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.