At a Glance
- Tasks: Join a dynamic team to analyse client finances and deliver top-notch financial advice.
- Company: Wise Investment, an independent and employee-owned wealth management firm.
- Benefits: Enjoy 29 days holiday, a generous pension scheme, and a personal training budget.
- Other info: Work in a supportive environment with excellent career growth opportunities.
- Why this job: Make a real difference in clients' lives by simplifying their financial complexities.
- Qualifications: Level 4 Diploma in finance or equivalent, with strong interpersonal and analytical skills.
The predicted salary is between 30000 - 40000 £ per year.
An opportunity has arisen for a Full Time Paraplanner to join a successful and growing company. Wise Investment is an independent, employee-owned wealth management and financial planning business. Since the company was founded in 1992, we have provided financial advice and investment management solutions to private clients. Quality and excellence sit at the core of our values and our team of experienced, qualified investment and financial planning professionals are committed to providing the best service with attractive returns, through the development of long-term relationships with our clients. The main areas in which we specialise are long term investment management, planning for retirement, generating income from assets, and financial protection. We also advise our clients on how to pass money through the generations in an appropriate and tax-efficient way. We aim to give the type of advice that we would want to receive ourselves. Ultimately, our aim is to take the financial complexities and worries away from our clients allowing them to spend time focusing on the things in their lives that matter most to them, whether it is work, business, family or simply enjoying a well-earned retirement.
Main Responsibilities:
- The successful candidate will be working as part of a small, established team of paraplanners based in Chipping Norton.
- The office hours are Monday- Friday 9am to 5pm.
- 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.
- The following is a selection of the duties to be carried out:
- 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:
- Minimum level 4 Diploma qualified or equivalent within the finance industry
- Strong inter-personal skills
- Thorough knowledge of investments, pensions, and financial services regulation
- Commitment to excellent customer service
- Report writing skills
- Solid numeracy skills & statistical analysis
- Ability to conduct research
- Self-motivated and team oriented
- Ability to prioritise multiple tasks and deadlines
- Highly organised and adaptable
- Accuracy and attention to detail
Salary and benefits:
- Basic salary: dependent on experience
- Pension contribution: 5% of basic salary. Salary sacrifice available.
- Holiday allowance: 29 days, plus Bank Holiday & Christmas week.
- One volunteer day per year.
- Individual training budget: £1,500 per year (10% can be used for personal training)
- Death in service: 4x basic salary (salary cap £245,000)
- Income protection: Maximum 75% of basic salary (salary cap £145,000)
- Working hours: 35 hours per week
- Salary and benefits work on a pro-rata basis for part-time Partners.
Offers of employment are reliant on the receipt of satisfactory references and background checks such as adverse credit and DBS (basic). Please apply by sending your CV and cover letter to: leeann.taylor@wiseinvestment.co.uk
Paraplanner in Oxford employer: Wise Investment | B Corp™
Wise Investment is an exceptional employer, offering a supportive and collaborative work culture in the picturesque setting of Chipping Norton. As an independent, employee-owned firm, we prioritise professional development with a generous training budget and a commitment to excellence in client service. Our focus on long-term relationships and employee well-being, combined with competitive benefits such as a substantial holiday allowance and pension contributions, makes us an attractive choice for those seeking a meaningful career in financial planning.
StudySmarter Expert Advice🤫
We think this is how you could land Paraplanner in Oxford
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Wise Investment | B Corp™. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Paraplanner in Oxford
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Wise Investment | B Corp™.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Wise Investment | B Corp™'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Wise Investment | B Corp™
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Wise Investment | B Corp™.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Wise Investment | B Corp™ will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Wise Investment | B Corp™ employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
