Job Details

Job Title: Senior Paraplanner

Industry: Financial Services

Location: Witney

Salary: £45,000 – £50,000

Job Description:

Recruit UK are working on an excellent opportunity for a Senior Paraplanner in Witney to join a well-established financial planning practice.

This is a well-established financial planning practice with a highly rated central investment proposition that provides a comprehensive range of bespoke advice to HNW private and corporate clients across the UK from several regional offices.

Due to structured business growth and the successful acquisitions of several smaller IFA’s this practice are looking to grow their back office support team in Witney, and would like to welcome a Senior Paraplanner to the team.

Working as part of the paraplanning team the Senior Paraplanner will be responsible for supporting a number of Financial Planners with bespoke report writing on technically challenging cases as well as supporting and training more junior members of the paraplanner team.

What’s in it for you:

– A diverse range of technically challenging cases
– Bespoke report writing for HNW & UHNW clients
– Opportunity to become a vital member of the Paraplanning team
– Full exam support towards Chartered (encouraged to progress)
– Structured progression into advice/senior back office support positions
– Excellent employee benefits & company/team events throughout the year
– Opportunity to train/manager junior members of the paraplanning team

 

Skills and experience required:

– Substantial previous experience within an IFA environment
– Previous experience in a Paraplanning position, creating bespoke reports freehand
– Broad technical knowledge of financial products and services
– Technical knowledge and previous experience of DB pensions
– Hold Level 4 Diploma as a minimum
– Hold Chartered status, or have progression/commitment to gaining

 

Recruiters contact info:

Name:  Andrew Daly

Email:  andrew.daly@recruitukltd.co.uk

Tel: 01179 170 412

Whatsapp/mobile: 07399 163 965

Job Reference:  13141

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, here at Recruit UK we currently representing a Senior Paraplanner role in Witney to join a well-established financial planning practice.

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

 

Job Title: Senior Paraplanner

Industry: Financial Services

Location: Witney

Salary: £45,000 – £50,000

Job Description:

Recruit UK are working on an excellent opportunity for a Senior Paraplanner in Witney to join a well-established financial planning practice.

This is a well-established financial planning practice with a highly rated central investment proposition that provides a comprehensive range of bespoke advice to HNW private and corporate clients across the UK from several regional offices.

Due to structured business growth and the successful acquisitions of several smaller IFA’s this practice are looking to grow their back office support team in Witney, and would like to welcome a Senior Paraplanner to the team.

Working as part of the paraplanning team the Senior Paraplanner will be responsible for supporting a number of Financial Planners with bespoke report writing on technically challenging cases as well as supporting and training more junior members of the paraplanner team.

What’s in it for you:

– A diverse range of technically challenging cases
– Bespoke report writing for HNW & UHNW clients
– Opportunity to become a vital member of the Paraplanning team
– Full exam support towards Chartered (encouraged to progress)
– Structured progression into advice/senior back office support positions
– Excellent employee benefits & company/team events throughout the year
– Opportunity to train/manager junior members of the paraplanning team

 

Skills and experience required:

– Substantial previous experience within an IFA environment
– Previous experience in a Paraplanning position, creating bespoke reports freehand
– Broad technical knowledge of financial products and services
– Technical knowledge and previous experience of DB pensions
– Hold Level 4 Diploma as a minimum
– Hold Chartered status, or have progression/commitment to gaining

 

Recruiters contact info:

Name:  Andrew Daly

Email:  andrew.daly@recruitukltd.co.uk

Tel: 01179 170 412

Whatsapp/mobile: 07399 163 965

Job Reference:  13141

 

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, here at Recruit UK we currently representing a Senior Paraplanner role in Witney to join a well-established financial planning practice.

Our commitment to you

  • Start every journey with a conversation to find out about you in depth.
  • Provide honest feedback on where you fit in the jobs market.
  • Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
  • Take a holistic mindfulness approach – career happiness is rarely just about the money.
  • Cover the whole of the UK with a local touch through our regional teams.
  • Never pester you.

 

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