Paraplanner - Milton Keynes

TN United Kingdom; Milton Keynes; Hybrid; GBP 35,000 - 45,000; Full time

Job summary

A leading financial planning firm in Milton Keynes seeks an experienced Paraplanner to support Financial Planners in creating financial plans and cashflow models. The role offers a hybrid working environment and opportunities for personal development. With a focus on work-life balance, the firm provides competitive benefits, including generous holiday and pension contributions.

Benefits

30 days holiday (plus bank holidays)

3% employer pension contribution

Health Cash back Scheme enrolment

Training allowance/support towards qualifications

Potential for bonus up to 10% of salary

Hybrid working options

Potential for Friday early finishes

Qualifications

• Minimum of 2 years’ experience as a qualified Paraplanner.
• Willingness to take ownership of personal development.

Responsibilities

• Deliver support to the Financial Planner, creating financial plans and cashflow models.
• Keep up to date with technical and compliance issues.

Skills

Interpersonal Skills

Organizational Skills

Education

Diploma Level Qualified

Job description

Social network you want to login/join with:

Paraplanner - Milton Keynes, Milton Keynes

col-narrow-left

Client:

Blakemore Recruitment

Location:

Milton Keynes, United Kingdom

Job Category:

Other

-

EU work permit required:

Yes

col-narrow-right

Job Reference:

9f91699f2811

Job Views:

3

Posted:

15.05.2025

Expiry Date:

29.06.2025

col-wide

Job Description:

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 clientscenarios. They will encourage and support your development in specialist areas, improving yourparaplanning 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.

Theyunderstand the right balance is needed when it comes to work and personal life. So, they doall they can to encourage a good work-life balance, currently working on a 60/40% split of officeand 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 FinancialPlanning Firm, their ethos is to provide an independent financial planning service. They aim to buildrelationships that last a lifetime with both their clients and their staff.

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

The role of the Paraplanner is to deliver support to the Financial Planner, creating financial plansand creating cashflow models, writing reports and recommendations for our clients. Workingwithin 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 andimplementation 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.

Benefits
• 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