Job Description

A fantastic opportunity has arisen for a Senior Paraplanner to join a highly successful and growing, privately owned financial planning business based in West Oxfordshire. 

The main areas in which they specialise are long term investment management, planning for retirement, generating income from assets, and financial protection. In addition they advise clients on how to pass money through the generations in an appropriate and tax-efficient way.

Primary responsibilities:

The successful candidate will be working as part of a small, developing an established team of Paraplanners.

The responsibilities will include working with the financial planners, administrators and with other members of the team, to deliver a high quality, efficient service to both customers and staff. This is a technical position, dealing at times with complex figures and rules, as well as routine tasks, which will not be limited to those listed below:

• Analysis of client circumstances, objectives, requirements, and risk profile
• Research into, and analysis of, client current financial arrangements
• Analysis of client CGT position, and other tax considerations  Researching products, and solutions
• Preparation and writing of recommendation letters and reports
• Assist with client reviews, including attending some client meetings  Dealing with queries from clients and other staff
• Work with other team members to keep client records up to date.
• Keep up to date with changes in all necessary financial planning areas

Key Requirements:

• 8+ years paraplanning experience
• Minimum level 4 Diploma qualified or equivalent 
• Strong inter-personal skills
• Thorough knowledge of investments, pensions, and financial services regulation  
• Commitment to excellent customer service
• Report writing skills
• Excellent written and verbal communication
• Solid numeracy skills & statistical analysis
• Ability to conduct research Good computer skills,
• Self-motivated and team oriented
• Ability to prioritise multiple tasks and deadlines
• Highly organised and adaptable
• Accuracy and attention to detail