Paraplanner - Milton Keynes
Posted on Jan 24, 2019 by Independent Resourcing Consultancy
IRC is working with a growing firm of Independent Financial Advisers based in Milton Keynes who is seeking a Paraplanner to further support the business moving forward.
We are looking for a motivated professional with a keen interest in financial Services to join their busy team in their Milton Keynes office.
Primarily your role will be to support the Adviser in formulating appropriate advice so you must be familiar with a range of financial planning techniques including report writing, recommendations and research as this will be a large part of your role, ensuring the business generated by the Practice is processed correctly and in a timely manner. The successful applicant must wish to embark on a path of continued professional development, be technically advanced and have a real desire to learn, improve and strive for perfection.
Personal attributes are important, you should be comfortable conversing with clients/providers and work colleagues, and must have experience dealing with HNWI with a friendly and personable approach.
Our client is offering a salary of up to 30,000 (dependent on experience).
To learn more about this great opportunity please contact IRC today.