Paraplanner - Accountancy Practice

  • Location

    Oxford, Oxfordshire

  • Sector:

    Financial Services, Financial Planning

  • Job type:

    Permanent

  • Salary:

    £38000 - £45000 per annum + bonus and benefits

  • Contact:

    Thomas Williams

  • Contact email:

    twilliams@mbfitzgerald.co.uk

  • Job ref:

    BBBH1900_1563956406

  • Published:

    about 1 year ago

  • Expiry date:

    2019-08-23

  • Startdate:

    ASAP

  • Consultant:

    #

A highly respected IFA and Accountancy Practice has a requirement for an experienced Paraplanner to join their close-knit client support team in Oxford. Our client provides holistic advice to HNW private clients, they work at the top end of the market and are well known for providing very high levels of financial advice.

As a Paraplanner, you will be assisted by a team of administrators in providing technical advice to several HNW Advisors. The role will include research, preparing suitability letters, annual reports and making recommendations and attending client meeting where necessary.

To be considered for this role you will be a motivated Paraplanner, you will also be qualified to a Diploma level as a minimum. Any previous or existing experience and knowledge within the pensions market will be extremely advantageous. An excellent opportunity to work within a forward thinking and well respected establishment that are offering an excellent basic salary + bonus and full company benefits.