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Paraplanner

위치: OXFORD, OXFORDSHIRE 급여: 30000 - 35000 GBP Per Annum
분야: Insurance 직업 유형: 계약직
Shift type: N/A 지원서: N/A
Posted: 약 1 개월 ...전에 참조번호: 3071265
My client a very well established Wealth Planning and Investment Stockbroker is actively looking to recruit a skilled Wealth Planning Paraplanner to join their very successful Team in Oxford and London.   The successful applicant will currently be working as a HNW Paraplanner and writing technical reports and will either have full Diploma or be an experienced Paraplanner working towards the Diploma in Wealth Planning.  

The role will involve the following:-

- Writing Technical reports within HNW Paraplanning
- Researching products on behalf of very HNW Paraplanners
- Preparing suitability reports on behalf of the Advisers
- Very competent in dealing with HNW reports on Investments and Pensions
- Working on wrap platforms and ability to use the bespoke Data base, updating client information where required



To be considered you must Be able to demonstrate the following

- Skilled HNW Paraplanner with ability to write Technical Reports
- Diploma Qualified Paraplanner for skilled by experience
- Oxford or locally based ideally and a confident HNW Paraplanner

In return our client offers an excellent salary and benefits package. 

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