Paraplanner

Capio Recruitment Financial Planning

Posted 10 hours ago, valid for 6 days

Oxford, Oxfordshire OX4 2WA, England

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

The job title is Paraplanner with a salary range of £30,000 to £38,000.
The position is located in Oxford and is offered by a well-respected independent financial advice firm.
Candidates must have experience working within Financial Planning and an understanding of Paraplanning, along with a Level 4 Diploma in Financial Planning or equivalent.
The role provides a variety of case types, offering excellent learning and development opportunities in a supportive team environment.
Additional benefits include hybrid working, holiday trading, exam support, and a positive workplace culture.

Job Title: Paraplanner

Salary: £30,000 - £38,000

Location: Oxford

We have an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.

Working with both Personal and Corporate clients they handle a diverse range of case types including Pensions, Investments, Protection, IHT, Estate Planning, Trusts, Group Risk and Employee Benefits.

This role is varied in the types of cases resulting in some great learning and development opportunities as well as giving the chance for someone to really utilise their knowledge in an independent firm.

Due to this opportunity being with a large firm, there are some great benefits on offer such as hybrid working, holiday trading, exam support, PMI, DIS, and many more!

In addition, there is a great adult working culture and team work vibe throughout the company.

The Required Skills:

Experience of working within a Financial Planning is essential
An understanding of Paraplanning with knowledge around Suitability Reports
Achievement of Level 4 Diploma in Financial Planning or equivalent.
Personable professional who is organised and a good communicator
Experience with I/O and FE Analytics is desirable

If you are interested in hearing more about this position, please get in touch with us at Capio.

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