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Paraplanner - Oxfordshire, Banbury, OX160

  • A hirdetés 1225 napja lejárt

Our client is a well respected Wealth Manager based in Banbury who is currently going through a significant growth period in their directly regulated independent financial advice business.

They currently are now inviting applications from suitably experienced Paraplanners to join their established team.

This is an exceptional opportunity for a financial planning (Level 4) qualified professional with a background within an IFA firm to take their next step.

As a Paraplanner, you will be tasked with supporting our clients Financial Advisors with a variety of back office and administrative activities such as research and report writing in order to enable them to focus on client relationships.

Specifically, you will provide input into the creation of solutions and act as the quality controller for all business, ensuring that it is written in a compliant manner on time every time.

If you would like to learn more, please apply in the very first instance to recieve an immediate call back.

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