Senior Paraplanner job in Witney - excellent business

The Specialists in Financial Services Recruitment

Job Details

Senior Paraplanner Paraplanner
Reference ID: 1180
  • Salary/OTESalary of £38,000 - £42,000
  • Vacancy LocationWitney
  • RemunerationEmployed
  • RegionSouth East
Job description

We are seeking a Senior Paraplanner to join a highly successful wealth management firm, with offices in Witney

As Senior Paraplanner, you will be a focal point for technical enquiries from their Financial Advisors and your fellow Paraplanners. Your duties will also include:

  • Write complex suitability reports for new and existing clients (from templates with ability to write freehand)
  • Analyse client information and existing financial planning to identify gaps in their plans
  • Produce compliant reports and supporting financial planning documentation
  • Construct appropriate solutions and make recommendations to the Financial Advisors

Our client believes in supporting professional development and would facilitate opportunities for you to increase your skills and knowledge.

Senior Paraplanner Requirements

  • You should have 3+ years’ experience as a Paraplanner
  • You should be Level 4 Diploma qualified (DipFA or DipPFS)
  • You should have a strong understanding of investments, pensions and taxation

The Company

This long established wealth management business has continued to grow through increasing their team, range of services, expertise and footprint across the UK. You will be joining their team of 16 Paraplanners

Senior Paraplanner Benefits

  • Salary of £38,000 - £42,000 plus benefits
  • Company benefits include: share scheme, pension, PMI scheme, 4 x life assurance, 25 days holiday + Bank Holidays and cycle to work scheme
  • Monday to Friday, 9am to 5pm (1 hour for lunch)
  • Office based with car parking provided



Call us now on 0208 0044 154 or click Apply

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