Senior Paraplanner – Banbury
£45,000 - £60,000 + Career Progression to Adviser + Holiday + Healthcare + Pension Scheme + Internal Incentives
Are you a Senior Paraplanner looking to join a well-established and growing firm that can offer clear 18 month progression route into an adviser role with an existing client bank?
This is an excellent opportunity to join a company that has been operating successfully for over 50 years and to become part of its most profitable division. Due to continued growth, they are seeking a Paraplanner to join their close-knit team, with the opportunity to progress into an adviser role.
Your main responsibility will be to support the Independent Financial Adviser by preparing financial reports, conducting research and providing the analytical backbone needed to deliver and streamline high-quality financial planning for clients.
This is a perfect opportunity for a Paraplanner who is passionate about quality control, thinks independently and proactively challenges advisers to deliver the best outcomes for clients.
The Role:
*Onsite
*Senior Paraplanner role with clear progression route to adviser
*Supporting two Independent Financial Advisers preparing detailed financial reports, conducting product and investment research.
*Act as a quality controller and actively support lateral thinking to apply the most appropriate solutions
The Person:
*Previous industry experience as a Paraplanner required
*Must have a minimum of Level 4 diploma or equivalent
*Ability to work independently and wants to take on more responsibility
*Happy to be in an onsite position