Paraplanner

Paraplanner - Fantastic Team, Great Benefits, Career Growth!! Oxford. Salary up to £50,000

Are you an experienced Paraplanner looking for an opportunity to join a successful, supportive, and wonderful team?

Location: North Oxford

Hours: Full-time, Monday to Friday, 9am-5pm or 8am - 4pm
Contract: Permanent
Benefits include:

• 25 days holiday + bank holidays

• 1 extra day of holiday per full year of service (capped at 30 days)

• Birthday off (if it falls on a working day)

• Mental Health Day

• 7% pension contribution

• Discretionary bonus

• Summer team day out and Christmas celebration

As part of our growing Practice Support Team, you’ll work closely with one to two Financial Advisers and other team members to provide high-quality paraplanning support and ensure clients receive exceptional service. You’ll be involved in:

• Constructing compliant and robust Suitability Letters

• Producing detailed cash flow modelling using Voyant

• Performing tax calculations and preparing accurate projections

• Staying ahead of legislative changes and maintaining compliance

• Collaborating across the team to enhance the overall client experience

• Prepare high-quality, compliant Suitability Reports across a range of advice areas including pensions, investments, protection, and IHT planning.

• Liaise with providers and conduct thorough research to support recommendations.

• Compile post-review reports and ensure all client data is accurate and up to date.

• Keep informed of changes in financial legislation and guidance.

• Help deliver a client-centric, ethical, and efficient advice process.

• Level 4 Diploma in Financial Planning (essential)

• Proficient in Voyant for cash flow modelling

• Strong technical knowledge in pensions, investments, protection, and IHT, including experience with unit trusts, investment bonds, pension transfers, and lump sums

• Excellent analytical skills and attention to detail

• Strong communication skills and a team-focused mindset

A positive, collaborative office culture, where everyone supports each other. While the role is mainly office-based, hybrid working is available after the initial qualifying period.

Please do not hesitate to contact me on here, or send across your CV. Alternatively contact HELEN SPRIGGS on LINKEDIN to find out more.