Paraplanner

  • Shortlist
Location OXFORD , Oxfordshire
Sector Financial Services
Salary £40,000 - £42,000 Per Annum
Type Permanent
Consultant Conor Macdonald
Ref 52745

An exceptional opportunity for an experienced Paraplanner to become part of a Top 100 Financial Services firm, where you will be working from their picturesque office based in Oxford. The firm is well known for providing holistic financial planning advice to their bespoke client-base and providing a consistently fantastic level of service.

The Opportunity:

During a period of key expansion, our client is looking for an experienced Paraplanner to support the successful financial planners of the business. You will have the opportunity to prepare suitability letters, reports and recommendations, as well as provide technical support to complex client queries. You will be working within a friendly and supportive team environment, where your development and ambitions will be encouraged and facilitated. Not to mention a great additional package that includes; flexible working, a generous pension scheme, life assurance, employee discount schemes and holiday trading. All this within modern, light airy offices that provide you with a great environment to do your work.

What’s needed to be considered?

In order to be considered for this unique opportunity, candidates need to have:

  • Level 4 diploma qualified or working towards
  • Previous experience within a fast-paced IFA practice
  • High level of analytical capability and good communication skills

What next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client. In this discussion we will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

Synonyms: report writer, financial planner, technical sales support, technical planner, para planner, paraplanner