Paraplanner

  • Location

    Oxford

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:

    Permanent

  • Salary:

    £40000 - £50000 per annum + Bonus & Benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH3165_1631879163

  • Published:

    about 1 month ago

  • Expiry date:

    2021-10-17

  • Startdate:

    ASAP

  • Consultant:

    ConsultantDrop

A boutique and highly successful Financial Planning organisation are seeking to recruit an experienced Paraplanner to join their growing team. The business is highly regarded, they provide holistic advice to private HNW clients across the UK.

They are seeking to recruit a Diploma qualified Paraplanner to join their team, the role will focus on providing high level technical support to a team of Financial Advisers. This role will have plenty of client contact, you will be a main point of contact for any technical queries and must be comfortable dealing with this level of client.

To be considered you MUST have at least 4 years Paraplanning experience and a good level of technical skills. Ideally you will have Xplan experience (although not essential).

The client is offering a fully remote/home based role, you will be required to travel to the Oxford office for meetings on a monthly basis. The client will also consider an individual who wants to work 3 or 4 days a week.