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  • Location: Witney, Oxfordshire, England, OX28
  • Salary: £38,000 - £42,000/year per year
  • Job Type:Permanent

Posted about 1 month ago

  • Sector: Professional
  • Contact: Claire Kelly
  • Contact Email:
  • Contact Phone: 01993 892 526
  • Expiry Date: 30 July 2021

Our client a local & well-established wealth management business are seeking a Senior Paraplanner to join their progressive and developed team.

As the Senior Paraplanneryou 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 Advisers

  • To act as a focal point for technical enquiries from Advisers and Paraplanning team

  • To revise and update report templates in response to legislative changes

  • 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.

  • To write complex suitability reports for both existing and potential clients which are readable, compliant, and technically accurate 

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

  • Identify Gaps in clients financial plans to increase sales opportunities – especially in protection products

  • Present on technical issues at Adviser meetings 

This role would suit a candidate who is Qualified to Diploma level 4, ideally Chartered status or working towards this and at least 5 years’ experience in the Financial Services Industry of which a minimum of 3 years has been in a Paraplanning role within a firm of Financial Advisers along with a strong understanding of Investments, Pensions and Taxation. 

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

For more information and to apply, contact Claire at our Witney branch on 01993 892 526 or click 'Apply' today!

Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job.

The Recruitment Group acting as an Employment Business in respect of this Permanent opportunity