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Paraplanner

Our national client is looking to recruit an experienced Paraplanner to join their friendly and enthusiastic team within their Oxford offices.

The successful candidate will work closely with the Financial Advisers by providing technical support in the process of servicing Clients’ Financial Advice needs, providing excellent standards of client service, and conduct detailed research on clients’ existing and potential arrangements. After assessing these against the client’s financial objectives, you will produce timely and compliant Financial Planning Reports

Specific Responsibilities:

  • Writing Financial Planning Reports that our Advisers present to clients
  • Supporting the Advisers by conducting research on products and helping find the right solutions for our clients
  • Assisting with reviews and customer requests as well as acting as a point of contact for our 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

Experience and key requirements are:

  • You need to be motivated, friendly and professional at all times
  • Experience with working in a "Whole of Market" Financial Advice firm, Paraplanner/report writing experience
  • Diploma qualified is preferable but consideration will be made if you are working towards achieving this
  • The role requires 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

Home working can be offered in this role but with the view that you will be required to attend the offices during the week as well for team working/Adviser benefits. 

The business is looking to interview immediately and appoint as soon as possible subject to your notice period.

Please apply to us here at Recruit Wealth for an immediate response.


Location: Oxford, Oxfordshire | Salary: 40000 - 50000 per | Job type: Permanent | Posted: 01/12/2021

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