Paraplanner

Succession Wealth; Oxford; On-site; GBP 35,000 - 45,000; Full time

Job summary

A financial services firm in Oxford is seeking an experienced Paraplanner to support their Financial Planners. The ideal candidate will have a minimum of 2 years of Paraplanning experience and Level 4 qualifications. Responsibilities include conducting research, drafting recommendations, and ensuring compliance. This role offers a competitive salary, flexible working arrangements, and a comprehensive benefits package.

Benefits

Competitive salary

Annual leave increasing with service

Excellent pension scheme

Agile working arrangements

Company sick pay

Enhanced parental pay

Support for professional exams

Qualifications

• Minimum 2 years Paraplanning experience required.
• Articulate in both verbal and written communication.
• Detailed knowledge of estate planning needed.

Responsibilities

• Undertake research and analysis of suitable products.
• Draft recommendations that articulate Financial Planner's requirements.
• Utilise research tools for technical and tax calculations.

Skills

Research and analysis skills

Communication skills

Knowledge of pensions and investments

Education

Level 4 qualification in Financial Planning

Job description

Overview

Our Paraplanners are highly valued within Succession and are integral to our business, providing vital support to our Financial Planners and ensuring a positive experience for our clients. Our Paraplanners play a key role within our advisory service by reviewing, analysing and preparing compliant recommendations for our clients, enabling our Wealth Planners to provide an outstanding level of service to clients. As such, we expect our paraplanners to be able to research and prepare excellent suitability reports that are in accordance with our investment philosophy and client values.

Responsibilities

• Undertaking research and analysis of suitable products in line with the Financial Planner's recommendations.
• Drafting recommendations that articulate the Financial Planner's requirements, in line with the client's needs, circumstances and objectives.
• Utilising research tools for technical and tax calculations.
• Acting as the initial point of contact for Planner queries.

Qualifications

• A minimum of 2 years Paraplanning experience.
• Qualified to Level 4 or above.
• Detailed knowledge of pensions, investments and estate planning.
• Articulate in both verbal and written communication.

Benefits

• A competitive basic salary, annual pay reviews and performance linked increases.
• 25 days Annual leave increasing with service, plus bank holidays and additional days for Christmas closure.
• Excellent company pension scheme with a generous employer contribution.
• Agile and family friendly working arrangements to allow for a great work/life balance.
• Company sick pay.
• Enhanced maternity, paternity and adoption pay.
• Up to 40% discount on Aviva Insurance & Investment products.
• £465 towards the purchase of home office equipment.
• Group Life Assurance Scheme: 8 x salary.
• Access to the Benefit Hub; discounts on shopping, dining out, holidays and lots more!
• A range of health benefits including eye care vouchers, flu vaccinations, Annual Health Screening, Digital GP, Mental health and Nutrition Sessions and Employee Assistance Programme.
• Voluntary flexible benefits platform including Private Medical Insurance, Medical Cash Plan, Dental Insurance, Critical Illness and Health Screening.
• Support with cost of professional exams /study days.
• Charity Days.
• Company Events.
• Group Income Protection.

Wellbeing

• Our Wellbeing committee works hard to ensure we can support the wellbeing of our colleagues, whatever their needs.
• Employee Assistance Programme including access to a 24/7 support line.
• Access to mental health first aiders.
• Menopause support.
• Parental and compassionate leave.
• Wellbeing Library and Hub.
• Aviva DigiCare and Workplace.
• Bereavement Helpline.

Career Development

• Sponsorship for relevant professional exams and study leave.
• Access to funded apprenticeships in a range of topics, such as business administration, leadership & management, and accounting & finance.
• Access to Insights Discovery, a psychometric tool, which helps individuals and teams to connect better, overcome challenges & conflict resulting in high performing teams.
• Clear career pathways and endless internal job opportunities.
• Access to a huge range of free courses via our Learning Management system.

Other Information

We do not accept unsolicited CV submissions from agencies; any such submissions will be accepted as a direct application from the candidate. Our commitment to DE&I Succession is committed to building and preserving a culture of inclusion and diversity. With a diverse team of employees we able to grow, innovate and deliver excellent client care to help us reach our goals as a business. Our diverse teams help us reflect and understand the communities in which we operate and the subjects we cover in our everyday work. In recruiting for Succession, we welcome the unique contributions all candidates can bring regardless of their background and strive to ensure that every candidate is given the best chance of success through fair and equitable recruitment practice.