Paraplanner

Recruiter
Financial Divisions
Location
Milton Keynes, UK
Salary
Competitive
Posted
20 May 2019
Closes
23 May 2019
Ref
1070125981
Sector
Accountancy
Contract Type
Permanent
Hours
Full Time
Paraplanner

Milton Keynes

Salary - up to £50,000 dependant on qualifications and experience

I am delighted to be supporting a very well-established Chartered Wealth Management firm in their search for a Paraplanner. The firm have an excellent reputation in the area and their typical client bank are High Net Worth individuals. They deal with a lot of complicated DB transfers, Trusts and Power of Attorneys so you will be exposed to complex and interesting cases.

You will work alongside and support the Chartered Financial Planners, so will gain an awful lot of experience from some highly experienced Advisers.

You will provide first class research and report writing on a full range of financial planning, products and services, utilising your thorough understanding of the advice process, suitability letter requirements and the regulatory requirements imposed by the FCA and ensure these are reflected in your work.

You will ideally be Diploma Qualified and have the drive to work towards your Chartered qualification, which my client encourages and supports.

For a confidential conversation and to find out more about the opportunity, please get in touch with Madeleine Kerrane

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