Administrator / Trainee Paraplanner

We are recruiting a Trainee Paraplanner for our client who is a successful financial planning company based in Milton Keynes, with an expanding team of experienced Financial Advisers who cover all aspects of Financial Planning.This is a highly varied role and a fantastic opportunity for the correct individual with a keen interest in financial services with great opportunities for career development. The company offer in- house Financial Adviser Training and support their team with Professional Qualifications.This role would suit a graduate professional, who has experience dealing with high wealth clients and has a personable approach. Familiar with a range of financial planning techniques including report writing, recommendations and research as this will be a large part of the role.The principal duties of the role are listed below, but primarily your role would be to support the Adviser in formulating appropriate advice.About the Role:We are seeking a proactive, highly organised Administrator to support our growing team of financial advisers. This pivotal role ensures the smooth operation of daily administrative tasks, allowing our advisers to focus on delivering exceptional service and strategic advice to clients.Key Responsibilities:* Provide day-to-day administrative support to financial advisers and the wider team.* Prepare and process documentation related to client onboarding, investment and pension applica...

Created: 2025-07-19