Paraplanner / Trainee Wealth Planner

  • Location

    Milton Keynes

  • Sector:

    Financial Services, Financial Planning

  • Job type:


  • Salary:

    To £45,000 base plus unrivalled bonus + benefits

  • Contact:

    Michael Groves

  • Contact email:

  • Published:

    about 1 year ago

  • Expiry date:


  • Consultant:


One of the UK's tier Wealth Management organisations currently has exciting opportunity for an experienced Paraplanner to work alongside their team of support staff and Financial Planners in providing advice to an HNW UK Private Clients. Working within these prestigious open plan offices, the duties of the successful Paraplanner will include research, report writing, client contact (attending all meetings, maintaining compliant records and assisting in business development. You must have previous relevant experience as a Paraplanner working within a HNW environment and be comfortable dealing with clients at that level. You will have attained DipPFS as a minimum and have an in depth technical understanding of the pensions and investments market. My client has advised that there will be the option to be fast tracked into a Wealth Planner role (CF30) within 12-18 months.  This is a fast paced, vibrant working environment and my client is looking for confident ambitious individuals to help drive their business forward. They offer one of the best propositions in the market for both client and employees and it's an opportunity not to be missed.