Paraplanner (Oxford)

Heat Recruitment; Oxford; On-site; GBP 30,000 - 42,000; Full time

Job summary

Heat Recruitment is expanding its team with Paraplanner roles based in Oxfordshire. As a Paraplanner, you will support Advisers through detailed research and reporting, requiring solid analytical skills and knowledge of financial products. Ideal candidates have a background in financial planning or IFA environments and are working towards a financial diploma.

Benefits

Generous holiday package

Ongoing professional development support

Agile working approach

Pension Scheme with employer contributions

Private medical insurance

Qualifications

• Experience in an IFA/Wealth Management environment preferred.
• General knowledge across a wide range of financial planning areas.

Responsibilities

• Understand clients’ financial situations and objectives.
• Prepare recommendation reports.
• Liaise with financial advisers.

Skills

Analytical skills

Knowledge of financial planning products

Education

5 GCSEs passes including English and Maths

Attainment or studying towards Diploma in Financial Planning

Job description

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About The Role

Our client is seeking dedicated and detail-oriented

Paraplanner

Location: Oxfordshire

Salary: £30,000 to £42,000

Type: Full-time

About The Role

Our client is seeking dedicated and detail-oriented Paraplanners to join their continuously expanding, highly successful team in the Oxfordshire area. The primary responsibility is to support a team of Advisers by providing detailed and complex research and report writing. Ideal candidates will have strong analytical skills and experience with financial planning products such as pensions, investments, and protection. Candidates who have attained or are working towards their CII Level 4 Diploma are preferred.

Key Responsibilities

• Understand clients’ financial situations and objectives
• Provide research, analysis, and technical support
• Prepare recommendation reports
• Maintain accurate client records
• Analyse clients’ circumstances, objectives, and risk profiles
• Liaise with financial advisers to query/challenge proposed recommendations
  
  

Qualifications

• 5 GCSEs passes or equivalent including English and Maths
• Attainment of or studying towards Diploma in Financial Planning
• General knowledge across a wide range of financial planning areas
• Experience in an IFA/Wealth Management environment
  
  

Benefits

• Generous holiday package (including holiday trading)
• Ongoing professional development support
• Agile working approach
• Pension Scheme with employer contributions
• 5% Flex allowance for various employee benefits
• Private medical insurance, death in service cover, group income protection, critical illness cover, lease car service, and more
  
  

We are hiring for 8 paraplanner roles across the country. Apply now to join our client’s progressive team and make a significant impact in the financial planning industry.

Apply now or reach out for a confidential discussion.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Staffing and Recruiting

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