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Paraplanner: Research, Reports & Bespoke Financial Plans

Job in Milton Keynes, Buckinghamshire, MK1, England, UK
Listing for: Bespoke Financial Recruitment Solutions
Full Time position
Listed on 2026-05-18
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting, Accounting & Finance
Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR
Job Description & How to Apply Below
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.
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