LOCATION: MILTON KEYNES

A well-respected Chartered Financial Planning firm with a very good reputation are looking for an experienced Paraplanner to join their client centric and hardworking team.
They take pride in their work and place an emphasis on client care and providing a tailored solution. They have a broad offering for clients, providing advice across a range of cases including Pensions, Investments, Protection and tax planning. They have long standing relationships with a great deal of their clients and have an excellent client-retention rate to go with this.
They have grown consistently over the last few years and are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high levels of customer service.

THE REQUIRED SKILLS:

• Level 4 Diploma Qualified as a minimum
• Experience of working with an IFA or Wealth Management firm and experience of writing tailored suitability reports for various clients.
• A desire and interest to continue developing your skillset.
• Excellent communication skills and the confidence and ability to deal with clients in a professional, personable manner.
• Good understanding of the FCA and how a Financial services firm operates

This position would encompass report writing and dealing with other technical queries, completing product and fund research alongside the research analyst, ensuring compliance through fact finds and other documents, communicating with various stakeholders including providers, clients, advisors and administrators alongside general administration to support the team if required.
This role would suit an accomplished paraplanner looking to continue developing themselves, knowledge base and their career increasing
They have a friendly, teamwork-orientated culture and the office has parking. There is a competitive benefits package including flexible working, exam support and a good holiday allowance so, if you are looking to join a vibrant team with a firm that can offer a good work/life balance, with a chance to develop your career then this could be for you.