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Senior / Paraplanner

Posted 7 March by Mark James Search Limited Easy Apply Ended

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.

Required skills

  • Finance
  • Paraplanning
  • Planning
  • Financial
  • Paraplanner
  • Services

Reference: 34623609

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