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Paraplanner (Oxford)

Location: WITNEY, OXFORDSHIRE Salary: 37000 - 39000 GBP Per Annum
Sector: Insurance Job Type: Contract
Shift Type: N/A Applications: N/A
Posted: 3 days ago Reference: 3093849
My client a really well established Wealth Planning IFA with offices in various Locations in the South, is actively looking to recruit a skilled Paraplanner for their Oxfordshire office.  This is a fabulous opportunity for a skilled Paraplanner who is looking to take the next step in their career and work for a company who invest heavily in their staff and offer some fantastic benefits.  They reward skills and the successful candidate will be expected to write very Technical HNW reports. 



To act as a focal point for technical enquiries from advisers and paraplanning team.

To revise and update report templates in response to legislative changes.

Analyse client information and existing investments/insurances, identifying any gaps in the
clients’ financial plans.Construct appropriate solutions for clients and make recommendations in conjunction with the advisers.

To write comprehensive suitability reports for both existing and potential clients which are readable, compliant, and technically accurate (from templates but with the ability to write freehand).

Liaise with Investment, and accounts and dealing teams in respect of reviews of existing investments and feasibility of in-specie transfers.

Identify Gaps in clients financial plans to increase sales opportunities especially in protection products

Present on technical issues at adviser meetings.

To act as a focal point for technical enquiries from advisers and paraplanning team.

To revise and update report templates in response to legislative changes.

Analyse client information and existing investments/insurances, identifying any gaps in the
clients’ financial plans.

Construct appropriate solutions for clients and make recommendations in conjunction with
the advisers.

To write comprehensive suitability reports for both existing and potential clients which are

readable, compliant, and technically accurate (from templates but with the ability to write
freehand).

Liaise with Investment, and accounts and dealing teams in respect of reviews of existing
investments and feasibility of in-specie transfers.

Identify Gaps in clients financial plans to increase sales opportunities –especially in
protection products

Present on technical issues at adviser meetings.

Business Development:

Assist with updating of Procedures Manual and ensure that it remains up to date.

To make recommendations as to how the firm's’s systems and procedures might be
improved.

Promote the brand and Promote the core values so that they are live throughout the team.




To be considered you need to demonstrate the following:-

Minimum Diploma Qualified within Wealth Planning and a Paraplanner 

Ideally at least 5 years’ experience in the financial services industry of which a minimum
of 2 years has been in a paraplanning role within a firm of financial advisers.


Knowledge of Microsoft Word Excel, Outlook and ideally Adviser Office, Volume and Pulse
dealing system.

Able to work on own initiative as well as part of a team, whilst managing workloads.

Ability to work under pressure at times.

Provide leadership for the team.



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