ParaplannerFantastic Team, Great Benefits, Career Growth!! Oxford. Salary up to £50,000
Are you an experienced Paraplanner looking for an opportunity to join a successful, supportive, and wonderful team?Location: North Oxford
Hours: Full-time, Monday to Friday, 9am5pm or 8am - 4pm
Contract: Permanent
Benefits include:
25 days holiday + bank holidays1 extra day of holiday per full year of service (capped at 30 days)Birthday off (if it falls on a working day)Mental Health Day7% pension contributionDiscretionary bonusSummer team day out and Christmas celebrationYour Role:As part of our growing Practice Support Team, youll work closely with one to two Financial Advisers and other team members to provide high-quality paraplanning support and ensure clients receive exceptional service. Youll be involved in:
Constructing compliant and robust Suitability LettersProducing detailed cash flow modelling using VoyantPerforming tax calculations and preparing accurate projectionsStaying ahead of legislative changes and maintaining complianceCollaborating across the team to enhance the overall client experienceKey Responsibilities (Expanded):Prepare high-quality, compliant Suitability Reports across a range of advice areas including pensions, investments, protection, and IHT planning.Liaise with providers and conduct thorough research to support recommendations.Compile post-review reports and ensure all client data is accurate and up to date.Keep informed of changes in financial legislation and guidance.Help deliver a client-centric, ethical, and efficient advice process.About You:Level 4 Diploma in Financial Planning (essential)Proficient in Voyant for cash flow modellingStrong technical knowledge in pensions, investments, protection, and IHT, including experience with unit trusts, investment bonds, pension transfers, and lump sumsExcellent analytical skills and attention to detailStrong communication skills and a team-focused mindsetA positive, collaborative office culture, where everyone supports each other. While the role is mainly office-based, hybrid working is available after the initial qualifying period.TPBN1_UKTJ