Back to search
Paraplanner - Technical Admin/Junior paraplanner also considered.
Location: Milton Keynes - Hybrid working and flexible hours on offer
Salary: 拢32,000 - 拢45,000 - Depending on experience.
- Are you a Technical IFA Administrator or Junior Paraplanner looking for your next job move, focussing more on paraplanning with administration support in place ?
- Do you feel like you aren鈥檛 receiving the right mentoring / career support?
- Would you like to work for an independent IFA who can support you into a full paraplanning role?
- Would you enjoy working 1-1 with an Adviser and a role that requires an analytical mind and a love for the technical side of paraplanning.
If so, we can help
Company/Role Information:
Our client is a highly respected boutique financial advisory firm. This boutique wealth planning practice has a close supportive team of 5, The team work closely together and it鈥檚 a highly collaborative environment. You will work alongside the main adviser as support to help to deliver bespoke financial solutions in key areas like:
- Investment Planning and Financial Management
- Pension Planning (pre and post-retirement)
- Trusts and Estate Planning
What鈥檚 in it for you/Benefits on offer.
路 Hybrid working - 2 days from home per week
路 Flexible working hours - flexibility on start and finish times.
路 Based in a gorgeous barn style office in Milton Keynes with ample free parking.
路 The company have a hugely client centric approach, exceptional staff retention and a warm team culture
路 Discretionary bonuses
Person Specification
This business would welcome applicants who are either already a paraplanner looking for that boutique collaborative and technical support role, or equally they have great capacity and the right nature and enthusiasm to train and mentor either a technical administrator or someone who is early in their paraplanner journey. This development will include support with all exams through to chartered if desired.
So, if you are looking for an environment where you can learn directly from your close working relationship with an experienced Adviser, develop your paraplanning skills and gain full exam support, then please apply and we can run through the role in more detail.
