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Paraplanner

Reward Recruitment
Posted a day ago, valid for a month
Location

Oxford, Oxfordshire OX4 2WA, England

Salary

£28,000 - £33,600 per annum

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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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  • The position of Paraplanner is available in Oxford with a salary of up to £40,000 plus benefits.
  • Our client, a national Wealth Practice, seeks an experienced Paraplanner to support Financial Planners and enhance their financial career.
  • Candidates should have experience in a Financial Advice firm, with report writing skills being essential, and a diploma qualification is desirable.
  • The role involves conducting research, writing financial planning reports, and maintaining client records while ensuring compliance with industry regulations.
  • Outstanding communication skills, organizational abilities, and proficiency in IT are crucial for success in this integral position.

Position: Paraplanner

Location: Oxford

Salary: upto £40,000 plus benefits

Our client is a national Wealth Practice, with offices throughout the UK.

The currently have a requirement for an experienced Paraplanner, looking to develop their financial career by joining a Market Leading Wealth Management Company, within an established and successful team. This is an integral and varied role and your experience in providing high quality support will be invaluable to the whole team. You will work closely with the Financial Planners by providing technical support in the process of servicing their Clients’ Financial Advice needs, instinctively providing excellent standards of client service, and conducting detailed research and compiling compliant suitability reports on clients’ existing and potential arrangements.

Specific Responsibilities:

  • Writing Financial Planning Reports that the Planners can present to clients.
  • Supporting the Planners by conducting research on products and helping find the right solutions for clients.
  • Assisting with reviews and customer requests as well as acting as a point of contact for clients to deal with day-to-day queries.
  • Arranging for plans to be submitted to provider companies.
  • Maintain client records on the company software and ensure the client and firm's files are well presented, accurate and compliant.
  • Preparation of client review packs.
  • Illustration requests.
  • Keep up to date with financial products and legislation.
  • Comply with all company and industry guidelines, rules and regulations.

The role will be perfect for you if you have the following skills, experience and qualifications:

  • Experience in a Financial Advice firm and Paraplanner/ report writing skills is essential.
  • Diploma qualified is desirable but consideration will be made for candidates who have the relevant.
  • A reliable individual who has the ability to manage and prioritise workloads.
  • Outstanding communication skills at all levels.
  • Ability to produce business correspondence, proof read for grammar, spelling and punctuation with a high degree of accuracy.
  • Analytical and problem-solving skills.
  • Experience of working as part of a team.
  • Excellent organisational and multi-tasking abilities are essential.
  • Flexibility/ adaptability to cope with change.
  • Confident with IT and office software packages Word, Excel, PowerPoint.

To apply for the role please send your CV to Stuart at Reward Recruitment Limited or contact me directly on 0 7 7 4 7 7 8 2 9 3 4.

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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.