Paraplanner

GCB Recruitment

Posted 24 days ago, valid for 16 days

Oxford, Oxfordshire OX4 2WA, England

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

An award-winning firm in Oxford is seeking a Paraplanner with a minimum of 3 years of experience as an IFA administrator.
The position offers a salary range of £32,000 to £38,000, depending on experience, along with hybrid working options after the probation period.
Responsibilities include conducting analytical tasks, preparing paperwork for advisers, and writing suitability reports to support financial advisers.
The firm provides opportunities for career progression within 18 months, along with benefits such as funded exams, pension contributions, and 20 days of holiday per year.
Ideal candidates should possess strong analytical skills, attention to detail, and excellent communication abilities within the financial services industry.

Are you looking to join an award-winning firm that offers great earning potential, a career path, and hybrid working?

If you are, we are currently looking for a Paraplanner to join our clients an established, award-winning firm with an excellent reputation within the Oxford area. They pride themselves on offering expert and personal service to their clients and require the successful individual taking on this position to be responsible for conducting analytical tasks, finance-related activities, preparation of paperwork for advisers and report writing to support the financial advisers in creating tailored financial plans.

They are offering the successful Paraplanner the opportunity to progress within 18 months and hybrid working after the probation period.

The successful Paraplanner will be offered:

£32,000- £38,000 salary based on experience
Hybrid working after the probation period
20 days holiday per annum plus statutory holidays
Exams Funded
Pension Contribution
4 x DIS
Career Progression opportunities to become an advisor

Paraplanner requirements:

Minimum of 3 + years as an IFA administrator
Financial Planning and Investment skills
Analytical Skills and Finance knowledge
Report Writing proficiency
Strong attention to detail and ability to work with financial data
Excellent communication and interpersonal skills
Experience in the financial services industry

Responsibilities for the role of Paraplanner:

Suitability Report preparation
Production of quotes and relevant application paperwork via various external provider platforms
IRESS Quotes and Protection Case Preparation
Defaqto Research
Selecta Pension Research
Use of the back office systems by way of accurate record keeping, client file updating, and scanning allocation to relevant client file

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