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Technical Paraplanning Analyst- Route to Advisor - Oxford - £45k+Bonus - Career progression

Financial Divisions
Posted 14 hours ago, valid for a month
Location

Oxford, Oxfordshire OX4 2WA, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • A boutique holistic financial services firm in Oxford is seeking a Technical Paraplanning Analyst with a diploma qualification and extensive compliance experience.
  • The role involves complex report writing, technical support, and advice quality assurance checks to enhance financial advice quality.
  • Candidates should have strong analytical skills, attention to detail, and excellent communication abilities, particularly in report writing.
  • Experience with Intelliflo is preferred, and the firm values expertise in a supportive environment for career growth.
  • Salary details are not specified, but the position requires a background as a technical paraplanner with a focus on compliance.

Are you passionate about financial wealth services and seeking a more challenging role? Are you a Diploma-qualified paraplanner eager to broaden your horizons? If so, we have an exciting opportunity for you!

Our client, a boutique holistic financial services firm based in Oxford, is renowned for its personalised approach to financial planning. They offer a comprehensive range of services, including investment management, pension planning, protection planning, and discretionary investment management, all tailored to meet the unique needs of their clients.

They are currently seeking an experienced Technical Paraplanning Analyst to join their dynamic team. This role is perfect for someone with a background as a technical paraplanner and extensive experience in compliance. If you are driven to enhance the quality of financial advice and ensure compliance standards are met, we want to hear from you.

Responsibilities:

  • Complex Report Writing: Undertake complex report writing that requires cash flow forecasting and in-depth technical research. Your effectiveness will be measured by the timeliness and accuracy of your report submissions.
  • Technical Support and Research: Provide technical support and research across various advice types to all Financial Planners. Your performance will be assessed based on feedback from Financial Planners and the resolution time for queries.
  • Advice Quality Assurance Checks: Conduct advice quality assurance checks to ensure suitability reports and technical research are of the highest quality, delivered efficiently and compliantly while mitigating business risks. Compliance audit results and error rates will measure your success in this area.

Qualifications:

  • Technical experience as a diploma qualified paraplanner
  • Extensive knowledge and experience in compliance within the financial wealth services industry
  • Strong analytical skills and attention to detail
  • Excellent communication and report-writing abilities
  • Experience in IntellifloSkills

Join a firm where your expertise will be valued, and your career can flourish in a supportive and progressive environment. Apply now to become a vital part of a team committed to excellence in financial wealth services.

To discuss this Technical Paraplanning Analyst role in more detail please contact Joanna at Finacial Divisions.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.