Paraplanner

Bespoke Financial Recruitment Solutions; Milton Keynes; On-site; GBP 35,000 - 50,000; Full time

Job summary

Bespoke Financial Recruitment Solutions is seeking a full-time Paraplanner to join their established firm in Milton Keynes. The ideal candidate will collaborate with Financial Advisers to provide high-quality technical and client support. Responsibilities include conducting research, preparing suitability reports, and analyzing financial data to create personalized plans. Strong financial planning knowledge and Level 4 Diploma in Financial Planning are essential. A competitive salary is offered based on experience.

Qualifications

• Strong knowledge of financial planning and investments is essential.
• Excellent analytical and report-writing skills required.
• Clear verbal and written communication is necessary.
• Level 4 Diploma in Financial Planning or in progress is preferred.
• Ability to work independently and as part of a team is important.
• Prior experience in a paraplanning role is beneficial.

Responsibilities

• Conduct research and analysis to support financial planning.
• Prepare compliant suitability reports based on client data.
• Analyze financial data to assist in creating personalized plans.
• Stay informed on legislation and market trends affecting clients.

Skills

Strong knowledge of financial planning and investments

Excellent analytical and report‑writing skills

Clear verbal and written communication

Ability to work independently and collaboratively

Education

Level 4 Diploma in Financial Planning (or working towards)

Tools

Financial planning software

Job description

Our client is a very well established firm based in Milton Keynes.

They provide trusted, bespoke financial planning to clients nationwide, helping them plan for retirement, manage inherited wealth, mortgages and achieve long-term financial goals.

Role Description

This is a full-time Paraplanner role offered with a competitive salary of depending on experience.

In this role, you will work closely with our Financial Advisers to deliver high-quality technical and client support. Responsibilities include conducting research and analysis, preparing compliant suitability reports, analysing financial data, and helping develop personalised financial plans. Staying up to date with legislation, market trends, and regulatory requirements is essential to ensure clients receive outstanding advice.

Qualifications

• Strong knowledge of financial planning and investments
• Excellent analytical and report‑writing skills
• Clear verbal and written communication
• Level 4 Diploma in Financial Planning (or working towards)
• Ability to work independently and collaboratively
• Experience in a similar paraplanning role and familiarity with financial planning software.