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Amber Financial Planning offers tailored financial planning services to help clients plan ahead, protect their assets, and future proof their finances. The company focuses on providing smart, efficient advice and planning that helps clients realize their goals and gives them peace of mind. Located in Oxford, the team at Amber Financial Planning values individualized attention and treats clients like family by listening to their worries and dreams before creating customized financial plans.
Role Description
Technical Paraplanners at Amber work closely with our financial planners and client support teams to provide ongoing services to new and existing clients. They are the go-to team members for complex calculations and financial plans. You will have the opportunity to work on a wide range of cases, varying in complexity – this will be supported by our experienced paraplanning management and advice team so you have the opportunity to continually develop your skills and expertise.
Minimum Requirements:
* Level 4 Diploma essential, Chartered desired or working towards this
* 5 years’ relevant industry experience
* Client-focused, delivering a high standard of client service
* Experience across tax planning, technical pension products and investments
* Ability to work under pressure and demonstrate good time management skills
* Ability to work with minimum supervision whilst managing multiple conflicting deadlines
Core Responsibilities:
* Work within a team providing technical support to the Financial Planners, helping to prepare and implement advice for clients
* Preparing suitability letters, responding to client technical queries and drafting report letter commentary
* Propose and draft financial solutions that meet clients’ goals, needs and objectives, using holistic cashflow modelling
* Compiling financial planning and investment proposals
* Attend client meetings
Benefits:
* Company events
* Networking opportunities
* Support for exams to chartered level
* Life insurance
* Income protection
* 25 days annual leave
* Job Type: Permanent, Full-time, Monday to Friday
Salary competitive - please enquire for further details
Seniority Level
Mid-Senior level
Employment Type
Full-time
Job Function
Finance and Sales
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