29th November 2022
Milton Keynes
Job Type


We are currently recruiting for a Financial Planning firm near Milton Keynes who are looking to recruit a Paraplanner.

This is an excellent opportunity for an experienced paraplanner who thrives on complex client scenarios. They will encourage and support your development in specialist areas, improving your paraplanning skills. Development towards a Financial Planner role is always an option, but they value both roles equally and will support your development whatever path you choose.

They understand the right balance is needed when it comes to work and personal life. So, they do all they can to encourage a good work-life balance, currently working on a 60/40% split of office and home working, with potential for early Friday finishes. Couple this with a competitive salary and beneficial perks, they aim to ensure they support and are flexible for each other.

As a successful and award-winning Chartered Financial Planning Firm and Accredited Financial Planning Firm, their ethos is to provide an independent financial planning service. They aim to build relationships that last a lifetime with both their clients and their staff.

They are looking for a Paraplanner / Technical Specialist, an individual that is enthusiastic, driven, extremely organised and thrives on a busy and challenging role keeping the best possible service and company standards.

The role of the Paraplanner is to deliver support to the Financial Planner, creating financial plans and creating cashflow models, writing reports and recommendations for our clients. Working within the paraplanning team, you will also work closely with the administration team.

You will be someone who has strong interpersonal skills and be able to apply your own judgement and experience. A minimum of 2 years’ experience working as a qualified Paraplanner in a Financial Planning firm is essential. You will be at least Diploma level qualified. The individual must be willing to take ownership of their own personal development. However, there is a training and development programme available to assist you in working towards becoming a fully
qualified Certified Financial Planner and Chartered Financial Planner, if you wish.

Purpose of Job:

To work alongside Financial Planner taking full responsibility for preparation and implementation of recommendations and Financial Plans (including cash flow forecasts), and ongoing reviews of client affairs. To keep up to date with technical and compliance issues and undertake any necessary research.

• 30 days holiday (plus bank holidays)
• 3% employer pension contribution
• Health Cash back Scheme enrolment
• Training allowance / supporttowards qualifications
• Potential for bonus up to 10% ofsalary
• Hybrid working options
• Potential for Friday early finishes
• Applications from candidates wanting to work part-time or alternative hours will be considered

Optional Cover Letter
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