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.

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