Expert wealth Work, Jobs in Witney (with Salaries)

Junior Paraplanner
Expert Wealth Management —Witney
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
- Health & wellbeing programme
Quick apply
Print Production Technician – Pre-Press
Newsquest Printing —Oxford
- £24,427.32 a year
- Full-time
- Employee discount
- Gym membership
Quick apply
11d
Business Assurance Adviser (12-month FTC)
St. James's Place —Cirencester
- IT
- Financial services
- Communication skills
- Annual leave
Senior Product Manager
Elsevier —Oxford
- Full-time
- Care plans
Fermentation Scientist (Microbiology)
Hypha Discovery Ltd —Milton
- £35,000 - £45,000 a year
- Full-time
- Doctoral degree
- Laboratory experience
- Bachelor's degree
- Free parking
Quick apply
Senior Software Engineer
RM Education Limited —Abingdon
- Hybrid work
- SQL
- Annual leave
Group Risk Proposition Consultant
Zurich Insurance —Swindon
- £42,000 - £64,000 a year
- Part-time
- Project management
- Flexible schedule

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Junior Paraplanner

Expert Wealth Management
Witney

Quick apply

Job details

Full-time

Benefits

Free parking
Health & wellbeing programme
Company pension
Private medical insurance
Sabbatical
On-site parking

Qualifications

Microsoft Word
Financial planning
Report writing
Microsoft Excel
Microsoft Outlook
Customer service
Microsoft Office
Administrative experience
Analysis skills
Organisational skills
IT
Financial services
Communication skills

Full job description

Overview
We are seeking a motivated Junior Paraplanner to join our financial services team preferably Diploma Level 4. This is an excellent opportunity for someone looking to take the next step in their career within financial services, offering structured training, full study support, and clear progression into a fully qualified Paraplanner role.

Responsibilities

Assist with the preparation of detailed financial reports and documentation for clients
Support senior paraplanners and financial advisers with research and analysis tasks
Gather and review information from providers and third parties
Analyse data to support financial planning recommendations
Assist in drafting and preparing suitability reports
Contribute to the drafting of client correspondence and communication materials
Help ensure compliance with industry regulations and company policies
Manage administrative tasks related to client files, appointments, and follow-ups
Develop organisational skills by prioritising tasks effectively to meet deadlines
Participate in training sessions to enhance knowledge of financial planning processes and systems

Requirements

Experience within financial services (IFA / wealth management preferred) or paraplanning support role
Strong report writing and analysis skills with an interest in financial services
Good communication skills, both written and verbal, with a professional manner
Basic understanding of financial planning principles is desirable but not essential; willingness to learn is crucial
Proficiency in Microsoft Office Suite, including Word, Excel, and Outlook; IT literacy is essential
Excellent organisational skills with the ability to manage time effectively
Previous administrative experience or customer service background is advantageous
Ability to work well within a team environment and demonstrate strong attention to detail
A proactive attitude towards learning about the financial profession and regulatory environment

This position offers a valuable pathway into the financial planning sector for ambitious individuals seeking practical experience in a supportive setting.

This is a hybrid position.

Benefits:

Company pension
Free parking
Health & wellbeing programme
On-site parking
Private medical insurance
Sabbatical

Work Location: In person

Quick apply

Refine Your Search

expert wealth jobs in witney

Junior Paraplanner

Print Production Technician – Pre-Press

Business Assurance Adviser (12-month FTC)

Senior Product Manager

Fermentation Scientist (Microbiology)

Senior Software Engineer

Group Risk Proposition Consultant

I want to receive the latest job alerts for expert wealth in witney

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