Chartered Paraplanner

Synchronicity Group
Milton Keynes
09 May 2017
08 Jun 2017
Contract Type
Full Time

Paraplanner position paying up to £50,000 basic plus bonus & benefits within Milton Keynes

A fantastic opportunity has arisen for a Paraplanner join a leading top 10 accountancy firm with a successful HNW/UHNW financial planning arm based in Milton Keynes.

With company growth my client is looking for a Chartered Paraplanner to join the team. The position will be cradle to grave Paraplanning including client research, writing suitability reports, working on DB pension transfer cases, dealing with client queries and attending client meetings.

You will be working within a centralised Paraplanning team dealing with complex cases providing holistic advice. The right person for this role would be strong technically and have a good eye for detail. The company is whole of market so if you have whole of market exposure this would be great but not essential.

To be considered for this role my client is seeking people that have more than 3+ years plus Paraplanning experience. You will need to be Chartered for this particular role as it will be a lead technical role and requires extensive experience.

The role would look to pay a basic salary of up to £50,000 plus bonus & benefits.

This is a fantastic opportunity to join a growing business which will provide brilliant career options going forward to the right person including being a Financial Planner if that is the direction that you want to head in.

If you are interested in this role please apply by sending your CV through or call for more information.