Job description

Paraplanner - Junior paraplanner also considered.

Location: Milton Keynes - Hybrid working and flexible hours on offer

Salary: £35,000 - £50,000 - Depending on experience.

• Are you an experienced Paraplanner, looking for a change?
• Would you enjoy a role with close collaboration with an adviser
• Do you enjoy technical case work, and working closely with a small team to work on recommendations.
• Or perhaps you are a Junior Paraplanner looking for the right mentoring / career support?

If so, we can help

Company/Role Information:

Our client is a highly respected boutique financial advisory firm. This boutique independent wealth planning practice has a highly supportive team of 5, The team work closely together and it’s 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’s in it for you/Benefits on offer.

· Hybrid working - 2 days from home per week

· Flexible working hours - flexibility on start and finish times.

· Based in a purpose built office in the Woolstone area of Milton Keynes with ample free parking.

· The company have a hugely client centric approach, exceptional staff retention and a warm team culture

· 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 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.