Paraplanner - Oval Recruit : Job Details

Paraplanner –

Swindon Area

£40,000 - depending on experience.

An established and growing financial planning practice with offices located just outside of Swindon are looking to recruit an experienced Paraplanner to join a team of around 30 members of staff.

Working in a friendly modern team environment you will work alongside the Advisers and wider Wealth Management Team providing clients with comprehensive wealth management solutions.

Duties will include –

• Work collaboratively with financial advisors to produce reports, analysis and commentary to be presented to clients in an easy to understand format.
• Evaluate financial planning strategies which will be suitable for client’s requirements and financial goals.
• Gather any missing information and analysis to ensure client recommendations are evidence based and have justification.
• Ensure suitability letters are correctly logged and recorded.
• Ensure client records are updated, and all portfolio changes are correctly logged by the team.
• Develop your knowledge of product areas, industry trends and regulations so you can take on more complex work and advance your career.

This is an excellent opportunity for someone who enjoys working in a busy team oriented financial services practice covering a range of products and differing client portfolios. They are ideally looking for a diploma qualified experienced individual, who has excellent communication and organisational skills.

For more information, please contact Richard Garbett