Senior Paraplanner - Wealth Management

From £37,000 to £39,000 per annum Plus substantial benefits package
30 Sep 2017
03 Nov 2017
Contract Type
Full Time

The Burford Recruitment Company are working in partnership with a highly successful wealth management company based in West Oxfordshire. Our client is seeking an experienced and capable Senior Paraplanner to work as part of a busy team in their Witney Office.

The main purpose of the role is to support colleagues with technical enquiries and to produce compliant reports and supporting documentation for clients in order to support the recommendations made by their adviser.

You will be an assured and skilled communicator, particularly in your written work in order to produce clear and accurate bespoke reports as well as having the knowledge to revise and update report templates in response to legislative changes.

Your previous experience will allow you to confidently analyse client information and existing investments/insurances, identifying any gaps in the clients’ financial plans and present on technical issues at adviser meetings.

This is a busy and varied role that requires at least 3 years’ experience in the financial services industry of which a minimum of 2 years has been in a paraplanning role within a firm of financial advisers. As a Senior Paraplanner your role would also be one of a mentor to Junior members of the team so experience in this area would be advantageous.

Our client prides itself on the development of its people and provides full support for any exams they feel would be mutually beneficial. This includes covering the cost of the exam itself and associated study material, plus a paid study day per exam. In addition, they reward their employees with a one-off bonus when you pass!

It’s no wonder they have enjoyed a period of substantial growth over the last 5 years, and that is set to continue with brand new offices acquired in Eynsham for the start of 2018!

As well as a competitive salary, this progressive company offers the following financial benefits

  • Company bonus scheme
  • Phantom Share Scheme
  • Flexi-benefit allowance
  • Generous pension contribution
  • Corporate rates on dental cover, private medical insurance and permanent health insurance
  • Life assurance
  • Cycle to work scheme
  • Childcare vouchers
  • 25 days holiday (plus yearly increase and bank holidays)
  • Free parking

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