Paraplanner - Witney

We are currently recruiting for a Financial Planning practice near Witney who are looking to recruit a Paraplanner to join their team.

The company provides an integrated financial and tax advice service. Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution.

They work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, they have a range of solutions to meet your needs.

They proactively work with clients to develop a strategic approach to ensure clients meet their financial objectives. They put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances...