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Paraplanner (Pensions Management)

3 months ago


Oxfordshire, United Kingdom enable recruitment | B Corp™ Full time €40,000

Job Description We are thrilled to have partnered with a boutique independent financial advice firm in Oxfordshire, who are actively looking to expand their Paraplanning team Assist the financial advisers in the creation of tailored financial plans and strategies for clients.
Conduct research and analysis on investment products, financial markets, and industry trends.
Prepare detailed reports and documentation to support financial recommendations.
Proficiency in financial planning software and IO.
Annual bonuses
Hybrid working with only 2 days in office
Modern barn conversion office in a rural setting (no public transport so access to your own car is essential)
Employer pension contribution
Progression opportunities into different areas of the business, depending on which way you see your career heading