Paraplanner

  • Location

    Oxford, Oxfordshire

  • Sector:

    Financial Services, Financial Planning , Wealth Management

  • Job type:

    Permanent

  • Salary:

    £35000 - £40000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH2305_1579607547

  • Published:

    9 months ago

  • Expiry date:

    2020-02-20

  • Startdate:

    ASAP

  • Consultant:

    #

A long established and modern thinking wealth advisory firm based in Oxford are currently seeking to recruit a good quality Paraplanner to join their ever growing team.

This is a fantastic opportunity for an experienced Paraplanner to take on an exciting new challenge providing full support to two whole of market Advisers, with additional support from the Private Client Administrator.

Responsibilities include writing full Financial Planning reports without templated aids, conducting full market product research and liaising with Clients and product providers. The successful candidate must have experience in a whole of market IFA environment and be able to write suitability reports.

This is a sought after opportunity working for an established name in the Oxfordshire market offering a highly competitive salary, bonus scheme, good benefits and clear structured career progression.