Paraplanner

We are currently recruiting for a Financial Planning practice near Oxford who are looking to recruit a Paraplanner to join their team.

The company provides an integrated financial and tax advice service. Their experienced financial advisers work very closely with their professional tax advisers to provide a fully comprehensive wealth management solution.

They work with individuals, business owners and professionals throughout the various stages of life; whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, they have a range of solutions to meet your needs.

They proactively work with clients to develop a strategic approach to ensure clients meet their financial objectives. They put great emphasis on growing your investments and minimising tax, helping to make the most efficient use of your finances now, and in the future.

They currently have an opportunity for an experienced Paraplanner to join the team. After the initial training in the Worthing office, the successful candidate can be based in the offices on a hybrid basis. Travel to the Worthing office is required to attend team meetings. The successful candidate will be working closely with the Financial Advisers and Sales Support teams.

The role would include:

• Preparing and maintaining client files,
• Preparing and implementing recommendations
• Ensuring all compliance paperwork is present
• Due diligence associated to the investment committee
• Assisting in providing technical support
• Coaching of team members
• Writing reports based on client’s requirements
• Being a point of reference for advisers
• Consistently researching and reviewing market products available

The ideal candidate:

• Minimum of 2 years’ experience in a paraplanning role preparing Annual Reviews and Recommendation Reports
• Experience with Intelligent Office, CashCalc, Genovo & FE Analytics (or similar systems) (essential)
• Excellent organisational skills
• Ability to work on own initiative and plan own workload
• Thorough understanding of all compliance regulations
• Good decision-making skills
• Use initiative based on the findings of their research
• Level 4 Diploma qualified or near to completing
• Supervisory experience would be beneficial
• Adaptable and happy to take on new challenges
• Interest/experience in Financial Services Marketing/blog writing (preferred)
• Interest/experience in Later Life Financial Advice / Planning (preferred)