Hybrid Paraplanner: Investment Research & Reports

Oakley Recruitment Limited; Cardiff; Hybrid; GBP 35,000 - 48,000; Full time

Benefits offered by this job

Hybrid working opportunities

Contributory pension scheme

Medical cash plan scheme

Annual bonus

25 days annual leave + 8 bank holidays

Gifted birthday holiday day

Employee referral bonus scheme

Secure parking

Discounted gym access

Discounted financial advice

Job summary

Oakley Recruitment is partnering with an established organisation in Cardiff to recruit a Paraplanner for a full-time permanent role. The position focuses on rigorous financial research, bespoke investment reporting, and thorough analysis of complex financial plans.

The role requires a Diploma in Financial Planning and prior paraplanning experience within an Independent Financial Advice environment. You will work with advisers to deliver high-quality research and reports, with hybrid working and

Qualifications

• Diploma in Financial Planning required.
• Paraplanning experience within an Independent Financial Advice environment.
• Strong knowledge of personal financial planning, investments and financial products.
• Experience preparing financial planning research and suitability reports.
• Excellent written communication, numerical and report-writing skills.

Responsibilities

• Conduct comprehensive financial research into products and investments using approved research tools.
• Prepare bespoke investment reports through portfolio analysis and comparison against benchmarks.
• Review complex financial plans and complete transfer analysis.
• Produce detailed financial planning and suitability reports across multiple areas.
• Research relevant legislation, regulations and technical product information.
• Deliver accurate research, calculations and investment reports to financial advisers.

Skills

Strong knowledge of investments

Excellent written communication

Numerical skills

Report-writing skills

Education

Diploma in Financial Planning

Tools

Microsoft Office

Job description

Oakley Recruitment is partnering with an established organisation in Cardiff to recruit a Paraplanner for a full-time permanent role. The position focuses on rigorous financial research, bespoke investment reporting, and thorough analysis of complex financial plans.

The role requires a Diploma in Financial Planning and prior paraplanning experience within an Independent Financial Advice environment. You will work with advisers to deliver high-quality research and reports, with hybrid working and