Senior / Paraplanner

Mark James Search Ltd
13 Feb 2018
21 Feb 2018
Contract Type
Full Time
Our client, a Finance Services Provider, based in Witney, is currently hiring for a Paraplanner (Senior position available) to join their team. The company are well established and growing with an impressive package on offer.


* Production of new business reports and recommendations.
* Following client meetings ensure the Fact Find and all other relevant financial information is obtained in order to proceed with a full financial needs analysis.
* Liaise with Business Administration for any additional information required.
* Liaise with Investment, and accounts and dealing teams in respect of reviews of existing investments and feasibility of in-specie transfers.
* Analyse client information and existing investments/insurances, identifying any gaps in the clients' financial plans.
* Construct appropriate solutions for clients and make recommendations in conjunction with the advisers


* Minimum 5 years experience in Financial Services industry with at least 2 years experience in Paraplanning
* Able to work on own initiative as well as part of a team, whilst managing workloads
* Ability to work under pressure at times
* Excellent Organisational Skills
* Mentor Junior members of the team
* Provide leadership for the team

This is a full time permanent position with excellent career development and progression opportunities

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