• Location:

    Henley-On-Thames, Oxfordshire

  • Sector:

    Financial Services

  • Job type:


  • Salary:


  • Contact:

    Graham Duvergier

  • Contact email:

  • Job ref:


  • Published:

    3 months ago

  • Expiry date:


  • Start date:

    31/01/2019 15:24:03

Paraplanner for a well established Wealth Management Company based in Oxfordshire, up to 45k plus a market leading benefits package.

You will be joining a team who are growing due to positive developments within the organisation.

You will work closely with a team of Paraplanners and will be a go to person with all technical queries and will be responsible for generating technical reports.

You will need:

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
Knowledge of Microsoft Word, Excel, Outlook and ideally Adviser Office, Volume and Pulse dealing system
Qualified to minimum of Diploma level 4, ideally chartered status
At least 5 years' experience in the financial services industry of which a minimum of 3 years has been in a Paraplanning role within a firm of financial Advisers
Ability to work under pressure at times
Mentor Junior members of the team
Provide leadership for the team
Ability to explain complex issues in a clear and easy to understand manner
Grow level of technical knowledge and ensure remain up to date with changes in

The benefits

Company bonus - this is paid annually based on our gross profit. Whilst it is not guaranteed on-target figures should result in a bonus of 6% to 8% of your basic salary.

Role specific bonus, this is also based on the company's gross profit and is set at a similar rate to the main company bonus.

Company share scheme

Pension Contribution.

Private Medical Insurance

Salary sacrifice scheme.

Life assurance - cover at 4 x basic salary

Dental cover

Holiday - entitlement will start at 25 days per year plus bank holidays, increasing to 27 days after 5 years' service.

Cycle to work scheme

Support with additional exams Exams - This includes covering the cost of the exam itself and associated study material, plus we allow one paid study day off per exam, and time off for the exam. Plus a one-off bonus when passed.

Search is an equal opportunities recruiter and we welcome applications from all suitably skilled or qualified applicants, regardless of their race, sex, disability, religion/beliefs, sexual orientation or age.