Paraplanner

6 days 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 Our client has built themselves a brilliant reputation in the area and industry, and pride themselves on providing truly bespoke advice and wealth planning expertise to their clients across the UK.

Due to an increase in business and continued successful growth of the firm, we are now assisting the business in adding an equally talented and dedicated Paraplanner to the existing team.

For those looking to take their next step up, or for those wanting to move into a more boutique type of firm this could certainly be a great option for you

What you'll be doing:

  • 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.
  • Maintain accurate and up-to-date client records and files.
  • Attend client meetings with the advisers and be able to build lasting relationships with any new or existing clients.

What you need to apply :

  • The ideal candidate will either be, or close to, Level 4 Diploma qualified through either CII or LIBF.
  • Strong analytical and problem-solving skills.
  • Excellent written and verbal communication skills.
  • Proficiency in financial planning software and IO.
  • High level of attention to detail and accuracy

What's in it for you?

  • A basic salary of up to £40,000 dependent on experience and qualifications
  • Annual bonuses
  • Hybrid working with only 2 days in office
  • Quarterly socials with the whole company and lots of social opportunities throughout the year - not just Xmas
  • DIS x4 salary
  • Modern barn conversion office in a rural setting (no public transport so access to your own car is essential)
  • Employer pension contribution
  • Exam funding and support
  • Progression opportunities into different areas of the business, depending on which way you see your career heading

What next?

Hit apply or contact Eloise directly

eloise@enable-recruitment.co

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