A prestigious and highly regarded organisation within the financial services industry are looking to appoint a Paraplanner to be based at their West Oxfordshire office. This is an exciting time to join the business as this role has been created to support the growth of the company and the opening of their Witney office.
Your role as Paraplanner will be to provide all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm. You will be able to write comprehensive suitability reports for both existing and potential clients, and provide support to the adviser team on technical matters. Ideally you will have at least 5 years experience in the financial services industry of which a minimum of 2 years working in a Paraplanning role within a firm of financial advisers. You will have a strong working knowledge of MS Word, Excel and ideally experience of Adviser Office, Volume and Pulse dealing system. You will need to be able to work under pressure, have strong organisational and be able to manage junior members of the team.
On offer is a competitive salary with an excellent benefits package, which includes, 25 days holiday plus bank holidays, Pension, flexible benefits, company bonus, share scheme, exam support and ongoing opportunities for personal development.
Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.
This job was originally posted as www.jobsite.co.uk/job/959461113