Job Title: Administrator / Trainee Paraplanner
Location: Office based Milton Keynes
Employment Type: Full Time
Reports To: Office Manager
Salary: £25,000 - £32,000 depending on experience, with potential increases as career progresses and qualifications gained.
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.
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. We offer in-house Financial Adviser Training and support out team with Professional Qualifications.
The role would suit a graduate professional to join our busy support team based in our Milton Keynes office ensuring the business generated by the Practice is processed correctly and in a timely manner.
The individual we are looking to appoint must have experience dealing with high wealth clients and have a personal- able approach. You will be familiar with a range of financial planning techniques including report writing, recommendations and research as this will be a large part of your role.
Personal attributes are important, you should be comfortable conversing with clients/providers and work colleagues, be technically advanced and have a real desire to learn, improve and strive for perfection.
Job Title: Adviser Support
Location: Office based Milton Keynes
Employment Type: Full time / Part time would be considered
Reports To: Office Manager
Salary: £25,000 - £32,000 depending on experience
About the Role
We are seeking a highly organised and proactive professional Administrator to assist our Financial Adviser team in booking, preparing, co-ordinating, and following up on client review meetings. This role is crucial in ensuring clients receive a timely, efficient, and professional service, and that the adviser is fully supported with accurate documentation and meeting preparation.
Job Title: Financial Adviser (Wealth)
Location: Office based Milton Keynes
Employment Type: Full Time
Reports To: Practice Principal
Salary: £40,000 Competitive base + Uncapped potential for new business and access to existing client bank.
We are seeking an established Wealth Financial Adviser to join our dynamic and values-driven team. This is a key client-facing role for a professional who is both technically skilled and relationship-oriented.
The individual we are looking to appoint must have experience dealing with a wide variety of clients and have a personable approach. Personal attributes are important; you should be self-motivated but also able to work as part of a wider team. You will be comfortable meeting with clients face to face and online, liaising with providers and work colleagues, be technically advanced and have a real desire to deliver excellent client outcomes whilst also pursuing your own career objectives.
Role Overview:
You will provide holistic financial planning and wealth management advice, tailored to each client’s unique needs and life goals. You will deliver a cohesive and highly personalised service that prioritises clients’ long-term financial wellbeing.
Job Title: Trainee Financial Adviser (Wealth)
Location: Office based Milton Keynes
Employment Type: Full Time
Reports To: Office Manager / Practice Principal
Salary: £30,000- £37,500 Competitive base + Study support
We are looking to develop the next generation of Wealth Financial Advisers to join our established team. This is a unique opportunity for a motivated individual to join our proven training programme within a high-performing, values-driven environment and progress toward a fully qualified Financial Adviser role.
The individual we are looking to appoint must have client service experience and a strong desire to learn. Personal attributes are important; you should be self-motivated but also able to work as part of a wider team. You should be comfortable meeting new people face to face and online as well as conversing with clients/providers and work colleagues. You should have a real desire to deliver excellent client outcomes whilst also pursuing your own career objectives.
Role Overview:
As a Trainee Financial Adviser, you’ll start within the client support team, working closely with existing advisers and paraplanners to learn all aspects of holistic financial advice. Over time, you will develop the knowledge, skills, and qualifications necessary to take on your own clients, with full support from our team.