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- Tasks: Join our team to support Financial Advisers with paraplanning tasks and client service.
- Company: A successful and supportive financial practice in North Oxford, focused on client satisfaction.
- Benefits: Enjoy 25 days holiday, birthday off, mental health days, and a generous pension contribution.
- Why this job: Be part of a collaborative culture that values growth, ethics, and exceptional client experiences.
- Qualifications: Must have a Level 4 Diploma in Financial Planning and proficiency in cash flow modelling.
- Other info: Hybrid working options available after the qualifying period.
The predicted salary is between 36000 - 60000 £ per year.
Fantastic Team, Great Benefits, Career Growth!!
Location: North Oxford
Hours: Full-time, Monday to Friday, 9am-5pm or 8am - 4pm
Contract: Permanent
Benefits include:
- 25 days holiday + bank holidays
- 1 extra day of holiday per full year of service (capped at 30 days)
- Birthday off (if it falls on a working day)
- Mental Health Day
- 7% pension contribution
- Discretionary bonus
- Summer team day out and Christmas celebration
Your Role:
As part of our growing Practice Support Team, you'll work closely with one to two Financial Advisers and other team members to provide high-quality paraplanning support and ensure clients receive exceptional service. You'll be involved in:
- Constructing compliant and robust Suitability Letters
- Producing detailed cash flow modelling using Voyant
- Performing tax calculations and preparing accurate projections
- Staying ahead of legislative changes and maintaining compliance
- Collaborating across the team to enhance the overall client experience
Key Responsibilities (Expanded):
- Prepare high-quality, compliant Suitability Reports across a range of advice areas including pensions, investments, protection, and IHT planning.
- Liaise with providers and conduct thorough research to support recommendations.
- Compile post-review reports and ensure all client data is accurate and up to date.
- Keep informed of changes in financial legislation and guidance.
- Help deliver a client-centric, ethical, and efficient advice process.
About You:
- Level 4 Diploma in Financial Planning (essential)
- Proficient in Voyant for cash flow modelling
- Strong technical knowledge in pensions, investments, protection, and IHT, including experience with unit trusts, investment bonds, pension transfers, and lump sums
- Excellent analytical skills and attention to detail
- Strong communication skills and a team-focused mindset
- A positive, collaborative office culture, where everyone supports each other.
- While the role is mainly office-based, hybrid working is available after the initial qualifying period.
Contact Detail:
Aspire Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the latest financial legislation and compliance requirements. This will not only help you in interviews but also demonstrate your commitment to staying updated in the field.
✨Tip Number 2
Network with current or former paraplanners and financial advisers. They can provide insights into the role and may even refer you to opportunities within their firms, including ours at StudySmarter.
✨Tip Number 3
Showcase your proficiency in cash flow modelling, particularly with Voyant. Consider preparing a case study or example of your work to discuss during the interview process.
✨Tip Number 4
Prepare thoughtful questions about the team culture and client experience at the company. This shows your interest in collaboration and client-centric service, which are key aspects of the role.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, focusing on relevant skills such as constructing Suitability Letters and cash flow modelling using Voyant. Use specific examples to demonstrate your expertise in pensions, investments, and compliance.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention how your background aligns with their needs, particularly your Level 4 Diploma in Financial Planning and your strong analytical skills.
Highlight Team Collaboration: Emphasise your ability to work collaboratively within a team. Provide examples of how you've successfully supported Financial Advisers or contributed to enhancing client experiences in previous roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for a Paraplanner.
How to prepare for a job interview at Aspire Recruitment Solutions
✨Showcase Your Technical Knowledge
Make sure to brush up on your understanding of pensions, investments, protection, and IHT planning. Be prepared to discuss specific examples from your experience that demonstrate your technical expertise, especially with tools like Voyant for cash flow modelling.
✨Demonstrate Attention to Detail
As a Paraplanner, attention to detail is crucial. During the interview, highlight instances where your meticulous nature has led to successful outcomes, such as preparing compliant Suitability Reports or conducting thorough research.
✨Emphasise Team Collaboration
This role involves working closely with Financial Advisers and other team members. Share examples of how you've successfully collaborated in previous roles, showcasing your ability to contribute to a positive and supportive team environment.
✨Stay Updated on Legislation
Being informed about changes in financial legislation is key. Discuss how you keep yourself updated on industry changes and how this knowledge has helped you maintain compliance and provide exceptional service to clients.
