Paraplanner - Witney

Posted 23 October by REED Insurance
My Client a leading Chartered Wealth Planning IFA Practice in the Witney area, is actively looking to recruit a skilled Paraplanner to join the business. The company specialises in offering whole of market Financial Advice clients helping them to achieve lifelong financial goals.  From a Wealth Planning Background you will be able to hit the ground running swiftly and will have a Wealth of exposure within HNW report writing on the Paraplanner side. 

The main duties within the role will be to develop on the Paraplanner side and write details reports on behalf of HNW clients on the best financial solutions to their requirements.  There will be an opportunity to go and meet with the clients and it will be very much working alongside successful advisers. 

To be considered you must be able to demonstrate the following:-

- Working towards the Diploma in Wealth planning
- Currently a Paraplanner or working towards this swiftly 
- Currently working within a HNW IFA Practice and carrying out a Trainee Paraplanner role 

In return for your exposure there will be an excellent salary and benefits package. 

Reed Specialist Recruitment Limited is an employment agency and employment business

Application questions

Are you level 4 Diploma Qualfied within an IFA practice?
Are you currently writing Paraplanning reports?
Are you interested in moving into Advising but want to starti n Paraplanning?
Are you an experienced Paraplanner in an IFA or SJP practice?

Reference: 36425720

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