Paraplanner - Milton Keynes, South East England

Ref: 1377Thursday 11 April 2024

£40,000 - £45,000

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Looking for a new opportunity as a Paraplanner as you feel undervalues?  A leading IFA firm committed to providing comprehensive wealth management solutions to our diverse clientele. We are currently seeking a skilled and motivated Paraplanner to join our dynamic team and contribute to their mission of delivering exceptional financial services.

The Salary £40,000 -£45,000 and benefits including life cover, pension scheme, discretionary days off currently being offered for birthday and Christmas Eve as well as free parking at the onsite car park.

The team believes in putting their clients' financial well-being at the forefront. With a track record of excellence and a dedication to personalised strategies, they offer a range of services including investment planning, retirement planning, estate planning, and more. The team of professionals values integrity, innovation, and collaboration, creating an environment where growth and learning thrive.

You will play a pivotal role in supporting our financial advisors in crafting tailored financial plans that meet our clients' goals and aspirations. Your attention to detail, analytical skills, and financial acumen will contribute to the seamless execution of our services and the overall satisfaction of our clients.


Key Responsibilities:

Collaborate with financial advisors to gather and analyse client financial data

Complete  the preparation of financial plans, investment strategies, and retirement projections

Conduct research on investment products, market trends, and regulatory updates

Prepare client meeting materials and contribute to client presentations

Ensure accuracy and compliance in all documentation and reports

Maintain client records and update databases with relevant information

Stay current with industry best practices and regulatory changes


Previous experience in a paraplanning or financial planning role preferred

Strong understanding of financial planning concepts and investment products

Proficiency in financial software and tools, including CRM systems

Excellent communication and interpersonal skills

Detail-oriented with strong analytical abilities

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