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  • Location: Witney, Oxfordshire, England, OX28 6HG
  • Salary: £32,000 - £35,000 per year
  • Job Type:Permanent

Posted 20 days ago

  • Sector: Office
  • Contact: Nicky Rathband
  • Contact Email:
  • Contact Phone: 01993 892 526
  • Expiry Date: 02 October 2021

​Our client, a local & well-established wealth management business, is seeking a Paraplanner to join their progressive and developed team based in Witney.

About the Role:

As a Paraplanner you will be required to:

  • Provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser

  • Write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand)

  • Produce new business reports and recommendations

  • Liaise with Investment, and accounts and dealing teams in respect of reviews of existing investments and feasibility of in-specie transfers

  • Analyse client information and existing investments/insurances, identifying any gaps in the clients’ financial plans

  • Construct appropriate solutions for clients and make recommendations in conjunction with the advisers

About You:

Ideally, you will have at least 5 years experience in the financial services industry, of which a minimum of 2 years has been in a Paraplanning role within a firm of financial advisers. As well as exceptional communication skills at all levels, excellent organisational skills & good working knowledge of Microsoft Word, Excel, Outlook.

Experience with Adviser Office, Volume and Pulse dealing system would be advantageous.

This company offers an excellent benefits package and a great working environment.

For more information and to apply, get in touch with our Witney branch or click 'Apply Now' to submit your application.

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