Paraplanner - Hybrid Working - mbf. : Job Details

Our client is a successful boutique financial planning practice based in Oxford. They are a Chartered & fully independent practice that are dedicated to helping individuals achieve their financial goals and life ambitions. With a dynamic team they are committed to building long-lasting relationships with clients and providing them with first class financial planning advice and services.Role OverviewThis company are seeking an experienced Paraplanner to join their team. This position will work closely with the financial planners to deliver comprehensive and personalised financial plans to clients. You’ll be responsible for conducting research, preparing planning recommendations, assisting with annual reviews, and directly engaging with clients to ensure they receive exceptional service.Key Responsibilities

• Conduct research and analysis to support financial planners in the creation of bespoke financial plans
• Prepare planning recommendations and produce detailed financial reports
• Play a key role in the preparation and confirmation of annual client reviews
• Liaise with clients to collect information and provide updates
• Keep up-to-date with financial products, legislation, and industry trends
• Ensure compliance with industry regulations and internal policies

Qualifications and Skills:

• Preferably Diploma-qualified (DipPFS or equivalent) - candidates who have relevant experience will be considered without the qualifications
• Previous paraplanning experience is essential
• Strong report-writing and analytical skills
• Excellent attention to detail and organisational skills
• Ability to work well in a team-oriented environment
• Strong communication and interpersonal skills

Why Join?Become part of a vibrant and forward-thinking team that’s focus on delivering top-quality financial planning services to clients. This is a great opportunity to join a growing practice where you will be a vital part of the team and have a genuine impact on the advice process.

You will be provided with first class on the job training & support, supported for market exams and will be given opportunities to progress within the company.