Paraplanner
Witney, Oxfordshire
£35,000- £40,000
Permanent, Full Time

Meridian are currently recruiting for a well-respected, progressive and market company based in Witney. The company is seeking an experienced Paraplanner to join their team during a period of growth.

Role Duties:

To provide employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation
To write comprehensive suitability reports for both existing and potential clients
Provide support to the adviser team on technical matters
Production of new business reports and recommendations
Following client meetings ensure the Fact Find and all other relevant financial information is obtained
Liaise with Business Administration for any additional information required

Requirements:

A minimum of 3 years’ experience in the financial services industry of which a minimum of 1 years has been in a Paraplanning role within a firm of financial advisers Ability to manage own workload and work within a small team
Knowledge of business processes, standards, policies and procedures
Experience within the Financial Services Industry
Exceptional communication skills at all levels
Excellent organisational skills
Ability to work under pressure at times

Role Overview

Permanent role
Monday to Friday (37.5 hours per week)
Hours are 09:00- 17:00
Induction, training, and support for new team member will be provided

Benefits

Competitive salary
Company bonus & share scheme
Medical/ life insurance and dental cover
Excellent career prospects in a progressive company
33 days annual leave (including bank holidays)
Educational support for relevant courses and exams
Competitive pension scheme

How to apply?
Click apply now for immediate consideration or email lhawkins@meridianbs.co.uk for further information.

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