Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team to support Financial Advisers with high-quality paraplanning and client service.
- Company: A successful and supportive financial practice in North Oxford, focused on teamwork and 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 with Voyant.
- Other info: Hybrid working options available after the qualifying period for better work-life balance.
The predicted salary is between 36000 - 60000 £ per year.
Are you an experienced Paraplanner looking for an opportunity to join a successful, supportive, and wonderful team?
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.
Paraplanner in Oxford employer: Aspire Recruitment Solutions
Contact Detail:
Aspire Recruitment Solutions Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner in Oxford
✨Tip Number 1
Network with professionals in the financial planning industry, especially those who are already working as Paraplanners. Attend local finance events or join online forums to connect with others and learn about potential job openings.
✨Tip Number 2
Familiarise yourself with the specific software mentioned in the job description, particularly Voyant for cash flow modelling. Consider taking a short course or watching tutorials to enhance your skills and demonstrate your proficiency during interviews.
✨Tip Number 3
Stay updated on the latest changes in financial legislation and compliance requirements. This knowledge will not only help you in your role but also show potential employers that you are proactive and committed to professional development.
✨Tip Number 4
Prepare to discuss your experience with constructing Suitability Reports and your analytical skills in detail during interviews. Be ready to provide examples of how you've successfully supported Financial Advisers in the past.
We think you need these skills to ace Paraplanner in Oxford
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience as a Paraplanner, particularly your proficiency in cash flow modelling with Voyant and your knowledge of pensions, investments, and protection. Use specific examples to demonstrate your skills.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your background aligns with their needs, especially your ability to produce compliant Suitability Reports and your commitment to client service.
Showcase Relevant Qualifications: Clearly state your Level 4 Diploma in Financial Planning and any other relevant qualifications. This is essential for the role, so make it prominent in your application.
Highlight Team Collaboration Skills: Since the role involves working closely with Financial Advisers and other team members, emphasise your strong communication skills and your ability to work collaboratively in a team-focused environment.
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 scenarios where you've applied your knowledge, especially using tools like Voyant for cash flow modelling.
✨Demonstrate Your Attention to Detail
As a Paraplanner, accuracy is key. During the interview, highlight examples from your past work where your attention to detail made a significant difference, 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 experiences that showcase your ability to collaborate effectively, support your colleagues, and contribute to a positive team culture.
✨Stay Updated on Legislation
Being informed about changes in financial legislation is crucial. Discuss how you keep yourself updated on industry changes and how this knowledge has helped you maintain compliance in your previous roles.
