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For Companies At a Glance
- Tasks: Craft accurate reports and collaborate with the lead adviser on client documentation.
- Company: Join a friendly financial advisory practice in Oxford, known for personalised service and strong client relationships.
- Benefits: Enjoy a salary up to £50,000, hybrid work options, 25 days holiday plus extras, and a pension scheme.
- Why this job: This role offers professional growth in a supportive environment with a focus on collaboration and high standards.
- Qualifications: Must be Level 4 qualified with strong report writing skills and experience as a Paraplanner.
- Other info: Flexible working after probation and additional time off for your birthday and mental health.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Paraplanner, Oxford
Hybrid work after probation
Salary: Up to £50,000
This role is ideal for experienced and confident Paraplanners who are already Level 4 qualified and have strong report writing skills. You’ll be working closely with the lead adviser and play a central part in preparing and reviewing key client documents. If you're looking to stay in a technical role with the option of moving into advice later (though there’s no pressure to), this opportunity offers professional growth and meaningful work in a supportive, down-to-earth environment.
The Business
This is a well-established smaller sized financial advisory practice based in North Oxford. Known for its personalised service and commitment to long-term client relationships, the business provides holistic advice across a range of areas including investments, pensions, and more specialist solutions like EIS and VCTs. The close-knit team values collaboration, high standards, and doing the right thing for clients. While the firm is busy and professional, it also has a flexible, people-first ethos. They are looking to expand and the first step on that journey is getting a qualified paraplanner in place.
The Role
Working directly with the lead adviser, your primary responsibility will be crafting accurate and compliant reports. You’ll be involved in prepping advice records, post-review documentation, and ensuring suitability reports are in order — often using an auto-generated SL system, which you’ll then refine, check, and format as needed. You’ll also be expected to challenge and question advice where necessary — this is a collaborative relationship, and your insight is valued. You’ll mainly be office-based at first, working Monday to Friday, 9am-5pm. After probation, there’s flexibility to work up to 2 days per week from home.
Benefits
- Up to £50,000 depending on experience
- Hybrid working: Office-based until probation completion, then 1-2 days remote per week
- 25 days plus bank holidays, with an extra day per year of service (capped at 30)
- Additional time off: Birthday off and a designated mental health day
- Pension scheme
How to Apply
If this sounds of interest, please click the apply button and we will get in touch asap. The interview process is expected to include an initial call followed by in-person discussions to assess both your technical fit and team compatibility.
Paraplanner employer: Finlink Ltd
Contact Detail:
Finlink Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial products and services mentioned in the job description, such as EIS and VCTs. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Prepare to discuss your report writing experience in detail. Think of examples where your reports made a significant impact on client decisions or improved processes, as this will showcase your skills effectively.
✨Tip Number 3
Research the company culture and values of the financial advisory practice. Be ready to explain how your personal values align with theirs, especially regarding collaboration and client relationships, to show you're a good fit for their team.
✨Tip Number 4
Practice articulating your thoughts on challenging advice and providing constructive feedback. This is crucial for the collaborative nature of the role, and demonstrating your ability to engage in meaningful discussions will set you apart.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your Level 4 qualification and relevant experience as a Paraplanner. Emphasise your report writing skills and any specific financial advisory experience that aligns with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention your understanding of their personalised service approach and how your skills can contribute to their commitment to long-term client relationships.
Showcase Technical Skills: In your application, provide examples of your experience with preparing advice records and suitability reports. Highlight any familiarity with auto-generated systems and your ability to refine and format documents accurately.
Prepare for Interviews: Anticipate questions about your technical knowledge and collaborative approach. Be ready to discuss how you challenge and question advice, demonstrating your insight and value in a team setting.
How to prepare for a job interview at Finlink Ltd
✨Showcase Your Report Writing Skills
As a Paraplanner, strong report writing skills are crucial. Be prepared to discuss your experience in crafting accurate and compliant reports. Bring examples of your work if possible, as this will demonstrate your capability and attention to detail.
✨Understand the Company Culture
This financial advisory practice values collaboration and a people-first ethos. Research the company’s values and be ready to discuss how you align with their commitment to long-term client relationships and high standards.
✨Prepare for Technical Questions
Expect questions that assess your technical knowledge in areas like investments, pensions, and specialist solutions such as EIS and VCTs. Brush up on these topics and be ready to explain your thought process when challenging advice.
✨Demonstrate Your Collaborative Spirit
The role involves working closely with the lead adviser, so highlight your ability to collaborate effectively. Share examples of past experiences where you’ve worked as part of a team, especially in a supportive environment.
