Paraplanner

  • Location

    Oxford

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £30000 - £35000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3084_1627649908

  • Published:

    about 2 months ago

  • Expiry date:

    2021-08-29

  • Startdate:

    ASAP

  • Consultant:

    ConsultantDrop

MB Fitzgerald are currently working with a National Financial Planning business who are looking to recruit an additional Paraplanner for their office on the outskirts of Oxford. The business is a true market leader and are now ready to continue their planned expansion.

As a Paraplanner you will be working in a busy team supporting the company's Financial Planners and their clients. You'll be responsible for delivering a compliant, technical, well-researched and quality paraplanning service. You will work closely with the Adviser's, researching and analysing suitable products in line with their recommendations and writing clear reports to outline this.

We are looking for a candidate that can 'hit the ground running' and as such candidates MUST have experience in a Paraplanner role within a fee based, financial planning environment. Candidates will ideally be Level 4 qualified.

The client is offer flexible working with a 2 and 3 day split between office and home working. They can offer a basic salary to £35,000 (there is flexibility for the right individual) plus bonuses and excellent company benefits.