Trainee Paraplanner

Mark James Search Ltd
13 Feb 2018
15 Mar 2018
Contract Type
Full Time
Our client, a Finance Services Provider, based in Witney, is currently hiring for a Trainee Paraplanner with a keen interest in Finance to join a growing department. This opportunity won't be based solely on experience as culture fit is important to them.


* 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


* Experience in the Finance industry with a keen interest to become a Paraplanner
* 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

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

Basic salary will be between £2,000 & £30,000 + an impressive bonus and pension scheme

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