Vacancy Detail

Paraplanner

Recruit Wealth are representing a private equity backed, directly authorised and award winning national Financial Planning business who now seek to appoint several Paraplanners to it's Milton Keynes offices.

Our client already has a large UK presence with around 42+ offices, these newly created roles are due to recent company/client acquisitions and increased Adviser headcount in the area.

They are looking to recruit skilled and already experienced Paraplanning individuals, to work alongside high producing Financial Planners who manage a diverse portfolio of clients relating to private client pension and investment advice.

Your role will be to conduct research/analysis and create detailed suitability reports based on the client’s existing and long term objectives. Working alongside the Advisers you'll be delivering the highest levels of client care with positive outcomes.

The successful applicants will ideally be Diploma status already (but not essential if you are working towards this) and have around 1+ years experience in a similar Paraplanning role.

You will possess strong communication, presentation and IT skills with the use of well known industry back office software.

Full training on systems, internal procedures will be offered from the existing team as you on board in to the role and beyond.

The business is open to hiring career Paraplanners but these newly created roles are also available for those who wish to move in to an advisory role, our client has an Academy program.

A very generous salary, company bonus, benefits, progression as well as a professional and encouraging working culture are all available with this national brand.

Staff retention is second to none with our client and we have represented them for years with excellent success.

Please apply for an immediate response here at Recruit Wealth.

Location: Milton Keynes, Buckinghamshire | Salary: 35000 - 42000 per | Job type: Permanent | Posted: 27/02/2024