Our client is a small but well known Financial Planners based in Witney. They currently seek to appoint an experienced Paraplanner to join the business to provide support to the Financial Planners & Directors. Candidates should have all round good knowledge of the financial planning market and be extremely competent.
You will be required to provide technical support on a daily basis and duties will include; report writing, fund research, producing fact finds, technical assistance and liaising with clients.
This is an ideal opportunity for an individual who is seeking a paraplanning position within a reputable organisation close to home.
Our client is offering a good package including a generous base salary, plus bonus & benefits.