Paraplanner (Wealth Management & Financial Planning)

AWD Online · Witney, Oxfordshire

Estimated 🕐 Full-time 📅 Posted Today via adzuna

Jude Transparency Score

4 / 10

– Salary shown – Company verified ✓ Role exists ✓ Clear responsibilities – Work type stated ✓ Location stated ✓ Contract type stated – Team size mentioned – Reports to mentioned – Interview process described

About the role

Paraplanner (Wealth Management & Financial Planning) Join a B-Corp certified financial services organisation as a Paraplanner, supporting wealth management, financial planning, investment analysis, pensions, and client relationship management within a collaborative and values-driven team. If youve also worked in the following roles, wed also like to hear from you: Financial Planning Analyst, Wealth Management Administrator, Investment Analyst, Financial Services Administrator, Financial Service…

Description truncated by source — view full role via Apply →

📋

Role Summary

Key responsibilities, skills, benefits and requirements — at a glance

▼

🎯

Interview Prep

AI-generated questions likely to come up for this role

▼

✍️

Cover Letter

Draft a tailored cover letter in seconds

▼

💡

How to Stand Out

What to emphasise from your background for this specific role

▼

Location	Witney, Oxfordshire
Contract	Full-time
Posted	Today

💬 Ask Jude about this role

"How should I approach the interview?" · "What salary should I negotiate?" · "How do I address the gaps?"

Open Ask Jude →