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Paraplanner

Heat Recruitment
Posted 3 days ago, valid for a month
Location

Witney, Oxfordshire OX281AJ, England

Salary

£24,000 - £28,800 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • We are assisting a bespoke Financial Planning practice based in the Whitney area, specializing in personalized financial advice for UHNW clients.
  • The position offers a salary of up to £45,000 along with benefits such as a pension, office closure over Christmas, and a bonus.
  • Candidates should possess a Level 4 Diploma and have proven experience within an IFA environment, with product research and suitability letter writing skills desired.
  • The successful candidate may have the opportunity to transition into an advice role as the business continues to grow.
  • If this paraplanner role isn't a perfect fit, we encourage you to contact us for other opportunities or refer a friend for a £200 reward.

We are assisting a bespoke Financial Planning practice based in the Whitney area. They specialise in providing personalised and whole of market financial advice to UHNW clients helping them to achieve their lifelong financial goals. Due to continued referrals from their loyal clients, the business has grown year on year.

  • Up to £45,000
  • Pension
  • Office closed over Christmas
  • Birthday off
  • Lovely office environment and culture
  • Bonus
  • Exams will be supported and paid for

Due to the business's development and growth, the successful candidate will have the opportunity to move into an advice role in the future if that's the pathway you want to follow.

What’s needed for me to be considered for this Paraplanner position?

  • Level 4 Diploma qualified (or close to achieving)
  • Proven experience within an IFA environment
  • Experience with conducting product research and writing suitability letters is desired

If this specific paraplanner vacancy is not exactly what you are looking for don't hesitate to contact us to discuss other opportunities we may be recruiting for that aren’t necessarily advertised; you can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.

Synonyms: Client service, adviser support, paraplanner, paraplanning, para planner, para-planning, financial planning support, private client administrator

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.