One of our clients based in Milton Keynes are looking for a Diploma qualified (or working towards it) Paraplanner to join their well respected IFA practice.
This is a fantastic opportunity to join a growing firm that can offer genuine career development by allowing you to be a key part of the firms ongoing success. The team are very friendly and the role works closely with the experienced team of financial advisors. Key responsibilities include report writing, competent with requirements for Bonds, Pensions and Investment vehicles. Compiling reports and dealing with technical queries. Communicating with product providers, advisers and clients where necessary. Adhering to company compliance to ensure all work is conducted to the standards set.
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