Paraplanner - Oxford

Artemis Recruitment Consultants Ltd; Oxford; On-site; GBP 30,000 - 50,000; Full time

Job summary

A leading company in financial consulting is seeking a talented Paraplanner to join their Oxford team. The successful candidate will assist in advising clients, conduct investment research, and prepare financial plans. This role demands strong interpersonal and communication skills, alongside a solid foundation in financial planning and cashflow modelling.

Qualifications

• Fully Diploma qualified.
• Good understanding of the Financial Planning process.
• In-depth experience with cashflow modelling.

Responsibilities

• Assist the Financial Planner in formulating advice to clients and providing support.
• Research and analyze investment funds and financial products.
• Prepare Financial Plans outlining client’s goals and strategies.

Skills

Interpersonal skills

Communication skills

Customer service

Planning

Organizational skills

Attention to detail

Education

Diploma qualified

AFPC qualification or working towards it

Job description

Type of Position: Paraplanner - Oxford
Pay: £30k - £50k

Paraplanner - Oxford

Our client is looking for a talented Paraplanner to join their team based in Oxford.

Key Responsibilities:

• Assist the Financial Planner in formulating advice to clients, providing technical support and guidance where appropriate.
• Review client objectives to ensure they are clear, concise, and achievable based on the client’s financial circumstances.
• Research and analyze investment funds and financial products, considering client objectives.
• Review asset allocation for investment and pension holdings.
• Complete financial cashflow forecasts to demonstrate the client’s current and future financial positions.
• Prepare Financial Plans outlining the client’s current position, goals, and strategies to achieve them.
• Liaise with Product Providers / Third Parties regarding technical queries.
• Accurately complete new business sheets for handover to the PA.
• Support and assist team members to ensure tasks are completed on schedule and deadlines are met.
• Fully Diploma qualified.
• Good understanding of the Financial Planning process.
• Strong interpersonal, written, and verbal communication skills.
• Excellent customer service skills to provide high-quality service to advisers and clients.
• Strong planning and organizational skills.
• Ability to work effectively to deadlines.
• High accuracy and attention to detail.
• AFPC qualification or working towards it.
• Understanding of cashflow modelling.
• Broad knowledge of the Financial Services Industry and high technical proficiency.
• In-depth experience with cashflow modelling.
• Ability to manage and complete projects effectively.

If you agree to be contacted in the future regarding our products or services, please opt in by ticking the box. More information about data handling in line with the General Data Protection Regulation can be found in our Privacy Policy.