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Company Description
Mark Barclay Wealth Management is a Senior Partner Practice of St. James's Place Wealth Management, a leading wealth management organization in the UK. Based in Summertown, Oxford since 2017, our practice is dedicated to building long-term, trusted relationships with clients through personalized service. We provide comprehensive wealth management solutions for private clients and businesses, leveraging the expertise of external wealth managers carefully selected by St. James's Place Wealth Management. Our approach focuses on delivering high-quality, integrity-driven financial advice and services tailored to meet our clients' needs and aspirations.
Role Description
This is a full-time, on-site role for a Paraplanner located in the Greater Oxford Area. The Paraplanner will be responsible for supporting financial planners by conducting research and analysis, preparing detailed financial reports, and creating financial plans for clients. Day-to-day tasks include gathering client information, preparing investment recommendations, and ensuring compliance with regulatory requirements. This role requires close collaboration with financial planners and clients to deliver exceptional wealth management solutions.
Qualifications
* Strong Financial Planning and Finance skills
* Excellent Analytical Skills and experience with Investments
* Proficient in Report Writing
* Exceptional attention to detail and organizational skills
* Strong written and verbal communication skills
* Ability to work effectively in a team environment
* Professional certification such as Diploma in Regulated Financial Planning
Seniority level
* Seniority level
Entry level
Employment type
* Employment type
Full-time
Job function
* Job function
Finance and Sales
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