Get in touch

0345 375 1747

Senior Paraplanner

  • Shortlist
Location Witney , Oxfordshire
Sector Financial Services
Salary £32,000 - £45,000 Per Annum
Type Permanent
Consultant Michael Garrett
Ref 56419

The opportunity for a Senior Paraplanner to join an exceptional Wealth Management Practice working from their beautiful Witney based offices, who provide exceptional training and study support.

The Opportunity

During a period of key expansion, our client is looking for an Administrative Paraplanner to support the successful Financial Planners of the business. The firm has the flexibility to mould the perfect opportunity around each person’s specific skill set, so the role can be tailored to exactly what you want. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

What’s needed to be considered?

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

  • Comfortable producing technical Suitability reports
  • Has achieved the Level 4 Diploma in Financial Planning and working towards Chartered status (Advantageous)
  • Previous experience within a fast-paced IFA Practice
  • High level of analytical capability and good communication skills (Client facing 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