Paraplanner – Team Leader - Oxfordshire
Due to continued success our client is seeking an experienced Paraplanner to join a well-established wealth management organisation. Ideally you will have made very good progress with your qualifications and be seeking Diploma status, and have experience of working with Private Clients (HNW) and supporting financial advisor on a variety of wealth management products. With an increase in demand for specialist guidance Investment and pension related batters you will be involved with IHT, pension transfers, executive pensions, investments & savings, drawdown options. Also working in protection and general insurance, you will be the first point of contact for new and existing clients, you will have excellent knowledge of research tools along with experience of preparing full fact-find reports, keeping in touch with providers and keeping up to date on quotations and obtaining illustrations, as well as producing sustainability letters and drafting guidance and recommendation reports for customers. We are seeking someone who appreciates compliance and money laundering regulations. This opportunity will offer the successful candidate the potential to become a key figure within the organisation and team leader to the paraplanning team. Salary is negotiable depending upon previous experience and the company offer good benefits also.