Chartered Paraplanner

Gi Group
Milton Keynes
09 May 2017
07 Jun 2017
Contract Type
Full Time

Chartered Paraplanner

Milton Keynes

£40-45k plus excellent benefits

This International organisation who specialise in audit, accountancy, tax, legal and advisory services have a rare opportunity for a Paraplanner to join their Milton Keynes team.

The role is to assist in the provision of financial plans and advice to prospective and existing private clients within internal/regulatory standards.

The successful applicant will have all or the majority of the below:

  • Experience of working in Financial services, in a financial planning, research or technical capacity.

  • Chartered status (or very close to and able to commit to obtaining)
  • Achieved AF3 (or equivalent) and ideally AF7
  • Good writing skills
  • Evidence of technical competence
  • Adaptable to changing demands and priorities
  • IT skills and database CRM Management and preferably Intelligent Office
  • Seeks opportunities to develop own skills
  • Demonstrates commitment to own development
  • Able to prioritise workload
  • Able to work to deadlines

This role offers excellent training and progression and fantastic company benefits.

To Apply please call or email