Paraplanner - Home based

CKB Recruitment are representing a fast growing, directly authorised and award winning national Financial Planning business who now seeks to appoint several Paraplanners. They are Oxfordshire based but will consider work from home candidates across the UK!

 

They offer bespoke relationship-based advice to individuals, families, and businesses across Oxfordshire, Hampshire, the home counties, and London and pride themselves on providing a highly professional and personal approach to financial planning. This approach is underpinned by their philosophy to build and maintain long-term relationships with clients based on the quality of their service, integrity, and trust. 

 

They are looking to recruit skilled and already experienced Paraplanning individuals to work alongside high producing Financial Planners who manage a diverse portfolio of clients relating to private client pension and investment advice.

 

Your role will be to conduct research/analysis and create detailed suitability reports based on the client’s existing and long-term objectives. Working alongside the Advisers you'll be delivering the highest levels of client care with positive outcomes.

 

The successful applicant will ideally be Diploma status already (but not essential if you are an experienced Paraplanner) and have around 2+ years’ experience in a similar role.

 

You will possess strong communication, presentation, and IT skills with the use of advanced back-office software. If you possess experience of using Intelligent Office, this would also be highly desirable.

 

Full training on systems, internal procedures will be offered from the existing team as you on board into the role and beyond.

 

These roles will suit an intelligent, articulate individual who is looking to further their career as a Paraplanner within a recognised, highly modern, and forward-thinking firm.

 

Package includes: -

• Salary up to £40K
• Office or home based
• 10% bonus
• 35 hours per week
• Life assurance
• Critical illness
• Pension

Location: Wallingford | Salary: 35000 - 40000 per year | Job type: Permanent | Posted: 15/02/2023