Career Opportunity - Paraplanner

Based at our Witney office, we are looking for a suitably experienced and qualified individual who will be responsible for:

  • providing all employees with a focal point for technical enquiries and to produce compliant reports and supporting documentation for clients of the firm (existing or potential) to support the recommendations made by their adviser.

  • writing comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand).

  • providing support to the adviser team on technical matters.

Courtiers will provide a competitive salary with an excellent benefits package, exam support and ongoing opportunities for personal development.

To identify whether this may be a suitable opportunity for you, please review the vacancy description in more detail.

To apply please send your CV via email.

« back to careers

How can we help you?

To discuss your personal wealth ambitions in confidence, call our Head Office on
+44 (0) 1491 578 368 or select an option below:

Latest News

26 April 2018

What is Shareholder Protection?

Shareholder Protection establishes a contractual framework to support business continui...

Read the full article »

11 April 2018

Equity Market Exposure – A Tale of Two Indices

The S&P 500 has returned over double that of the FTSE 100 over the last 10 years. When ...

Read the full article »
All News »

Latest Video Commentary

February 2018 - Market Update

Go to article

All News »

Stay up to date in an evolving financial world

Receive updates by email: