About Us, Our Clients and Our People
Berkshire IFA is an ambitious and growing company committed to our Clients, the outcomes they are seeking, and to our team of people who will help our clients achieve what they set out to. We support all of our team in their own journey both professionally and on a more personal level. We do this by supporting all training and development and offering package of benefits designed to look after our people’s health and well-being. To this end although we are quite a young company some of our people have been around for a while, and some have over 20 years' experience in the Financial Planning industry!
We specialise in retirement, pensions and intergenerational family wealth planning for a diverse spread of Clients. Regardless of background our mission is to give all our client's financial security by offering high levels of service and giving our clients solutions to the financial and personal outcomes they are seeking. At the core of this is our aim to know our clients in a way that goes beyond just the financial advice. In practice, this objective means when they pick up the phone to us, we already have a broad view of what they may be about to ask!
The Role
Summary
Paraplanners at Berkshire IFA are responsible for developing financial solutions that fulfil the outcomes our clients are seeking. Working in collaboration with the Financial Planning ...