Paraplanner: Crafting Bespoke Investment Reports

Oakley Recruitment Limited; Cardiff; Hybride; GBP 30 000 - 42 000; Plein temps

Avantages offerts par ce poste

Hybrid working opportunities

Contributory pension scheme

Medical cash plan

Annual bonus

Discounts on products and services

Gifted birthday holiday

Secure parking

Discounted gym access

Résumé du poste

Oakley Recruitment is partnering with an established organisation in Cardiff to recruit a Paraplanner on a full-time permanent basis. The role focuses on researching investments and preparing detailed bespoke reports for advisers.

You will analyse financial plans, perform transfer analysis and contribute to comprehensive suitability reports, supporting advisers with accurate documentation. The client offers hybrid working opportunities, a contributory pension, medical cash plan and annual bonus

Qualifications

• Diploma in Financial Planning is required.
• Paraplanning experience in an Independent Financial Advice environment.
• Strong knowledge of personal financial planning, investments and products.
• Experience preparing financial planning research and suitability reports.
• Excellent written communication, numerical and report-writing skills.
• Strong analytical skills with exceptional attention to detail.
• Proficiency in Microsoft Office applications.
• Ability to manage workloads effectively and meet deadlines.

Responsabilités

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

Connaissances

Analytical skills

Attention to detail

Report writing

Numerical skills

Microsoft Office

Time management

Written communication

Formation

Diploma in Financial Planning

Description du poste

Oakley Recruitment is partnering with an established organisation in Cardiff to recruit a Paraplanner on a full-time permanent basis. The role focuses on researching investments and preparing detailed bespoke reports for advisers.

You will analyse financial plans, perform transfer analysis and contribute to comprehensive suitability reports, supporting advisers with accurate documentation. The client offers hybrid working opportunities, a contributory pension, medical cash plan and annual bonus