Premier Jobs UK Limited
Milton Keynes
From £30,000 to £35,000 per annum
15 Feb 2017
15 Mar 2017
Contract Type
Full Time
Experienced Paraplanner required to join a Chartered firm of Financial Advisers with support in personal development

The Company

This well-respected firm of Chartered Financial Planners is dedicated to providing financial solutions to their personal and corporate clients. They pride themselves on their approach to personal development by maximising the potential of every individual in the team, therefore improving the overall service offered to clients. Currently have a team of 11 comprised of Chartered Advisers, Paraplanners and Administrators.

Roles and responsibilities

They are seeking a Paraplanner to provide support to one of their top Chartered Advisers and offer assistance to other members of the team. You will be providing high quality, compliant financial planning advice and ongoing service to their clients by liaising with the Financial Adviser and the client to understand financial objectives, circumstances and requirements, then assist in the research of suitable options and the preparation of recommendations to enable their advisory team to make final recommendations to the client.

Training and development

Mentoring will be provided from an experienced team of individuals, with dedicated time spent on improving skills and knowledge. They have a proven record in developing individuals including supporting an Adviser become Level 4 & 6 qualified within 18 months from a standing start!!

Requirements to be considered

In order to be considered for this excellent opportunity, you should be Level 4 Diploma qualified or close to achieving this. In addition, you should be working in a similar role and have a good understanding of investments, pensions, retirement planning and protection.


Salary of £30,000 - £35,000 dependent on experienceOpportunity to be a key part of a highly successful Chartered financial planning firmAs a peoples based business, they pride themselves on support individuals to exceedOffice based role with free parking availableLocations

Shenley, Hertfordshire

Contact us: Call us now on 0208 0044 154 to further discuss this position. Alternatively, press the ‘Apply Now’.

Liability and Disclaimer

The information contained in our advert including any salary or on target earnings information are given in good faith and Premier Jobs UK Ltd uses all reasonable efforts to ensure that it is accurate. However, Premier Jobs UK Ltd gives no representation or warranty in respect of such information and all such representations and warranties, whether express or implied, are excluded. No liability is accepted by Premier Jobs UK Ltd for any loss or damage which may arise out of any person relying on or using any information within this advert.