Senior / Paraplanner

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.

Responsibilities

• 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

Requirements

• 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.