At a Glance
- Tasks: Support financial planners and manage client relationships while developing financial plans.
- Company: Join a B-Corp certified firm with a friendly, family-oriented culture.
- Benefits: Competitive salary, bonus, hybrid working, and generous holiday allowance.
- Other info: Excellent career growth opportunities and a supportive team environment.
- Why this job: Make a real impact in clients' lives while growing your skills in finance.
- Qualifications: Minimum Level 4 diploma; strong analytical and communication skills required.
The predicted salary is between 30000 - 40000 € per year.
We are looking for a new Paraplanner to join our friendly team. You will be working for a B-Corp certified Independent Financial Adviser firm who hold Chartered Financial Planner and CISI Accredited Firm status. You will be joining a small team looking after the financial planning needs of around 300 client families.
As Paraplanner, you will be responsible for providing high quality support and ensuring complete and accurate records are maintained. We are a company who pride ourselves on providing the most exceptional levels of service to clients. This is a great opportunity for a highly competent and qualified Paraplanner with exceptional technical and inter-personal skills to become an integral part of the team. You will have the opportunity to develop your role around your own skill set and to play an important role in our exciting future.
Skills Required- Minimum Diploma Level (Level 4) qualified, preferably Advanced Diploma (Level 6)
- Opportunity to take further exams/training with an expectation to advance towards Level 7 (Certified Financial Planner)
- Strong knowledge of all investment, life and pension products, legislation and compliance
- Excellent analytical skills
- Excellent administrative, research, report writing and communication skills
We will consider applicants that are part way through their training or recently qualified.
Job Description- Working as part of a small team of Paraplanners in supporting the Financial Planners and Client Relationship Managers
- Analysis of clients circumstances and requirements to develop financial plans using Voyant and Timeline cash flow modelling tools
- Completing suitability reports
- Participating in the Investment Committee and working with external third parties for delivery of our investment strategies and due diligence processes
- Research, analysis and compiling documentation for Financial Planners and compliance
- Assisting in client meetings
- Maintain the workflow alongside the team to provide a timely and accurate service to clients and Financial Planners
- Maintaining and developing our back-office systems (Intelligent Office), managing workflows and assisting in the processing of business
- Provide an efficient, friendly and professional point of contact for clients and enquiries by phone, email and in person
This is a family orientated business with an excellent working environment and culture.
We are offering the following to the successful candidate:
- Competitive salary plus discretionary bonus
- 20 days holiday (plus bank holidays) in addition the company is closed between Christmas Eve and New Year and these days are awarded as additional days holiday, plus a day off for your birthday
- A full pension package
- Discretionary Hybrid working WFH and Office
- Company pension
- Cycle to work scheme
- Free parking
- Health & wellbeing programme
- Professional Development Budget
- On-site parking
- Private medical insurance
- Sabbatical for every five years of continuous service
Paraplanner in Oxford employer: Expert Financial Solutions Ltd
Join a B-Corp certified Independent Financial Adviser firm that values exceptional service and employee growth. As a Paraplanner, you'll enjoy a supportive family-oriented culture, competitive salary with bonuses, generous holiday allowances, and opportunities for professional development, all while working in a friendly team dedicated to the financial well-being of our client families.
Contact Detail:
Expert Financial Solutions Ltd Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Oxford
✨Tip Number 1
Get to know the company before your interview! Research their values, culture, and recent news. This will help you tailor your answers and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your responses to common interview questions, but keep it natural. We want you to sound confident and authentic, so don’t just memorise answers—make them your own!
✨Tip Number 3
Prepare some thoughtful questions to ask at the end of your interview. This shows that you’re engaged and keen to learn more about the role and the company. Plus, it’s a great way to figure out if they’re the right fit for you!
✨Tip Number 4
Follow up after your interview with a thank-you email. It’s a simple gesture that can set you apart from other candidates. Remind them why you’re excited about the opportunity and how you can contribute to their team!
We think you need these skills to ace Paraplanner in Oxford
Some tips for your application 🫡
Get to Know Us:Before you start your application, take a moment to explore our website and get a feel for our culture and values. We’re all about providing exceptional service, so showing that you understand our mission can really make your application stand out.
Tailor Your CV:Make sure your CV highlights your relevant experience and skills that match the Paraplanner role. Use keywords from the job description to show us you’re the perfect fit. Don’t forget to mention any qualifications or training you’ve completed!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Share your passion for financial planning and how your skills align with what we’re looking for. Be genuine and let your personality come through – we love to see who you are beyond the qualifications.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the quickest way for us to receive your application, and it shows you’re keen to join our team. Plus, it makes it easier for us to keep track of your application!
How to prepare for a job interview at Expert Financial Solutions Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of investment, life, and pension products. Familiarise yourself with the latest legislation and compliance requirements. This will not only help you answer technical questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Skills
Prepare to discuss your analytical skills and how you've used them in previous roles. Be ready to provide examples of your report writing and communication skills, as these are crucial for a Paraplanner. Think of specific situations where you’ve excelled in these areas.
✨Get Familiar with Tools
Since you'll be using tools like Voyant and Timeline for cash flow modelling, it’s a good idea to have a basic understanding of how they work. If you can, try to get some hands-on experience or watch tutorials online. This will demonstrate your initiative and readiness to hit the ground running.
✨Be Personable
Remember, this is a family-oriented business, so showing your interpersonal skills is key. Practice how you would engage with clients and team members. A friendly, professional attitude will go a long way in making a positive impression during your interview.
