Paraplanner - Bicester

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Join our client's dynamic team as an experienced Paraplanner in Bicester on a hybrid basis!

Our client, a prestigious independent Financial Advisory firm with a nationwide clientele, is looking for a passionate Paraplanner to enhance their team. Renowned for their outstanding advisors and exceptional company culture, they offer a hybrid work model, attractive bonuses, and a supportive environment.

If you hold at least RO1 and RO2 qualifications and are eager to contribute to a thriving financial advisory firm, this is for you!

The successful Paraplanner will be offered:

  • Basic Salary between £35,000 - £40,000
  • Hybrid work model
  • Exam plan funded for
  • Excellent company culture
  • Great Progression Opportunities

To be considered for the Paraplanner role you must have:

  • Previous experience working within an IFA practice
  • RO1 and RO2 qualifications
  • Organised and methodical with excellent attention to detail
  • Ability to prioritise, meet targets and deadlines
  • Effective communication skills both written and verbal
  • Strong analytical and numerical skills
  • Strong IT skills, specifically in Microsoft Word, Excel and Outlook

Responsibilities for the role of Paraplanner:

  • Preparing analysis of the client’s existing portfolio
  • Provision of technical support to Advisers
  • Completing calculations (i.e., income tax, IHT, Capital Gains Tax, Lifetime Allowance, Pension
  • Annual Allowance, Carry Forward, Chargeable Gains, Cashflow Modelling etc.)
  • Working closely with the Adviser to research and formulate appropriate advice
  • Preparation of Recommendation Reports and supplementary documentation
  • Adherence to compliance procedures, core values and high standards of client service
  • Regular liaison with product providers, account managers and clients
  • Develop and maintain knowledge and understanding of financial products and markets to meet regulatory requirements and personal development needs
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