Paraplanner

  • Location

    Witney

  • Sector:

    Finance

  • Job type:

    Permanent

  • Salary:

    £35000 - £40000 per annum

  • Contact:

    Nicky Jeffs

  • Contact email:

    njeffs@meridianbs.co.uk

  • Contact phone:

    01993 709977

  • Job ref:

    NJ-18

  • Published:

    21 days ago

  • Expiry date:

    2021-04-24

  • Startdate:

    2021-03-25

  • Consultant:

    Nicky Jeffs

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.