Senior Paraplanner

Accountancy jobs >> Accounting/Financial/Insurance




Our client one of the largest wealth management firms in the Milton Keynes area is currently seeking a Senior Paraplanner to support a very busy and highly successful team of financial advisers based in their Milton Keynes office.

This senior paraplanner opportunity is offering a high basic salary plus benefits. We are looking for a senior paraplanner who is also willing to take over team leader responsibilities as well as their paraplanning role.

As a Paraplanner your role will be to provide paraplanning support to one or more financial advisers. Duties Include:

* Preparing for client meetings including checking that all compliance paperwork is present.

* Report writing and dealing with technical enquiries.

* Analysing and interpreting data obtained during client meetings

* Analysing client’s existing products to determine whether they meet the client’s current objectives

* Undertaking fund performance comparisons

* Preparing product comparisons and analysing comparison illustrations

* Completing the FCA pension switching and replacement product templates

Essential Requirements:

* Ideally qualified to Diploma Level

* At least 3 years previous experience in a holistic paraplanning role

* The ability to work with advisers to extract the information required to prepare financial plans and recommendations

* The ability to carry out protection, pension & investment products research and an understanding of the key information required that may affect a recommendation

* General knowledge of the products available in the wider market and how to assess the suitability of these products

This is exciting opportunity for the right candidate, so if you would like to become part of a growing firm please apply for this excellent opportunity today.

Salary upto 45,000GBP dependent on experience plus bonus and exceptional benefits
  • 1
  • Negotiable
  • None
  • None
  • CV-84752
  • Permanent
  • 0

How to Apply: Please click here to create a free account and post your resume. Only logged in job seekers can apply for a job.

Find us at:

Never provide bank account, credit card details or any other financial information, or make any form of payment, when applying for a job. If you are ever asked to do this by a recruiter on Pure Jobs please click the Report button or contact us with the advertiser's company name and the title of the job vacancy. You should not send any money to anyone. A genuine employer with a job offer would never ask you to do this.

Report this job

Report a job

If you're concerned about a job advert, let us know and our quality team will investigate.

Your name(*)
Invalid Input

Your email address(*)
Invalid Input

Please select you reason(*)

Additional information(*)
Invalid Input

Invalid Input

Subscribe to updates from our blog


However, by continuing to use the site without changing settings, you are agreeing to our use of cookies.