Are you an experienced Paraplanner looking to join a well-established and highly respected wealth management practice where you can make an immediate impact? T Nixon Associates is seeking an experienced Paraplanner to support a substantial and long-standing wealth management client bank. Working closely with the advising practice principal and a small, supportive office team, this role is ideal for someone who enjoys technical work, thrives in a busy environment and takes pride in delivering exceptional client outcomes. This is not a training position. We're looking for someone who can hit the ground running, bring strong technical knowledge and provide high-quality paraplanning support from day one. Benefits of the role A starting salary of £40,000 depending on experience 35 hour working week Private health insurance 31 days annual leave inclusive of bank holidays and additional Christmas office closure Hybrid working considered Established and loyal client bank Small, supportive and professional team Opportunity to play a key role in the future growth of the business Responsibilities of the role • Prepare suitability reports and recommendation documentation • Conduct technical research across pensions and investment products • Support ongoing client review and servicing activity • Liaise wi...
Paraplanner employer: The Openwork Partnership
Openwork is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for Technical Analysts to thrive. With a strong commitment to employee growth, we offer comprehensive benefits including a competitive salary, generous holiday allowance, and opportunities for professional development. Located in Swindon, our hybrid working model allows for flexibility while ensuring you are part of a dynamic team dedicated to delivering high-quality solutions.
