An award-winning Wealth Manager with offices in Witney are seeking an experienced Paraplanner professional to join them.
You will be joining a highly established team which includes very senior and experienced Wealth Planning professionals working alongside them and an Administration team. The team provides holistic planning services which mainly include Pensions, Tax, and Investment services. They work with HNW clients in the local area which include company owners/directors, wealthy families, and post-retirement clients.
To be considered for the position my client is looking for somebody that is an experienced Paraplanner. You could either come from a restricted or whole of market background. Ideally, you would have a good amount of exposure to complex cases as you would be one of the Senior staff and be the go-to person for technical questions. After a settling in period you would get involved in Junior staff training and development. Being Level 4 is essential and it would be great if you were working towards being Chartered too.
This is a brilliant opportunity to join a fantastic company that has a great reputation. You will be constantly challenged by getting involved in interesting and varied cases. They are a very socialiable team getting involved in charity events and days out.
They are offering a very competitive salary for the right person plus bonus and benefits.
If you have the relevant skills and experience as outlined then please apply by sending through your CV or please get in touch to find out more.