Paraplanner
Location: Oxfordshire
Contract: Permanent
Rate: £35,000 - £50,000 Per Annum
Start date: Flexible
*Hybrid Working*
Contact: miraj.hussen@servicecare.org.uk
Job Description
Service Care Solutions is delighted to be recruiting on behalf of a well-regarded financial advisory firm in Oxfordshire, seeking a dedicated and detail-oriented Paraplanner to join their team. This role is ideal for a candidate with a strong background in financial planning, excellent analytical skills, and a client-centered approach. As a key member of the team, you’ll conduct comprehensive financial research, support Financial Planners in client meetings, and manage client portfolios to ensure optimal performance. If you have a passion for delivering exceptional client service and a solid understanding of the financial planning landscape, this could be the perfect opportunity for you.
Main responsibilities
Conduct in-depth financial analysis and research, developing tailored planning recommendations and overseeing their implementation.
Review and manage client portfolios, ensuring alignment with benchmarks, rebalancing as needed, and maintaining portfolio health over time.
Collaborate in client meetings alongside Financial Planners, fostering client relationships and serving as the primary contact for any queries.
Assess client information to produce detailed cash flow projections and scenarios using financial planning tools.
Coordinate with product providers and external stakeholders to ensure effective communication and smooth process execution.
Candidate Requirements
Minimum of 2 years’ experience in a similar financial planning role.
Diploma in Financial Planning (Dip PFS) is highly preferred.
Strong knowledge across financial planning areas: investment management, pensions, tax, protection, and estate planning.
Skilled relationship builder with a client-focused approach and excellent attention to detail.
Proficient in cash flow modeling, preferably with Voyant, and experienced in handling complex financial planning for high-net-worth clients.
If you are interested in the role, or know of anyone who may be, please contact Miraj at Service Care Solutions on 01772 208969 or email miraj.hussen@servicecare.org.uk
Service Care Solutions also offers a £250 referral bonus! So, if you know of anyone who would be perfect for this position and they are placed into work, you will receive £250 for the referral once their probationary period has been completed.....Read more...
Scanning incoming post and attaching to the client file
Preparing outgoing post to be sent
Speaking to insurance companies for updates on outstanding issues
Keeping the client records up to date
Training:
Business Administration Level 3
On and off the job training and location to be confirmed
Training Outcome:
Financial Services Administrator
Paraplanner
Financial Planner / Adviser
Employer Description:Moffatt Financial Planning has been providing financial advice since 1967.
We’ve helped clients of all types including private individuals, small businesses and medium sized companies.Working Hours :Monday to Friday, 9am to 5pm, with one hour for lunch.Skills: Communication skills,IT skills,Attention to detail,Team working....Read more...
Answer and direct phone calls providing polite & professional communication
Greet & assist visitors to the office
Dealing with incoming & outgoing post
Action email requests from advisers & clients
General office duties e.g. filing & photocopying
Book meeting rooms, hotels, taxis etc.
Conduct accurate data entry
With further training, the apprentice’s role will also expand to include:
Client valuations
Client investment/pension withdrawals
Assist in the preparation of regular annual review letters & reports
Preparation of documents to accompany adviser’s recommendations i.e. illustrations, application forms & comprehensive suitability reports
Training:
Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
Develop the knowledge, skills and behaviours of successful Financial Services Administrators
Free CII membership for non-members through the CII Aspire Apprenticeship Programme
Includes the CII CF1 digital study book and exam entry
CII and EPA resits are to be covered by the employer
Fortnightly workshops for the CF1 exam from our CII approved trainer
All workshops recorded and available on-demand
Interactive chat, forums and class notebooks for real time support and assistance from experienced financial services professionals
Exam tips, tricks, and strategies
Additional resources through RM Advance
Regular tutorials and assessments from an experienced financial services professional
R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge
Training Outcome:Progress to Paraplanner Apprenticeship available once Financial Administrator Apprenticeship successfully completed. Alternatively, full study support package available for candidates to continue studying with a long-term (3 to 5 years) option to move into Paraplanning and/or advising (either mortgage or full advice).Employer Description:We are a firm of Financial Advisers working within the Openwork Partnership to provide our clients with a full range of financial solutions to meet their needs including Investments, Pensions, Protection and mortgagesWorking Hours :Monday to Friday 09:00 – 17:00, 60 minutes lunch.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Administrative skills,Team working,Work well under pressure,Conscientious,Hard Working....Read more...
Our Client Care Team deal with all administration issues relating to initial client contact, onboarding, the advice process, product/services implementation, ongoing client contact, annual reviews, record keeping, office housekeeping and practice management. Each role has some degree of specialisation and some degree of overlap and as small business it is important skills are sufficiently shared so that individual roles can be covered during absences.
Behaviours
Honest and sincere in actions and doing the right thing (even when not the easiest).
Adaptable and willing to accept changing priorities and work patterns when new jobs need to be done, or requirements change.
Enthusiasm and shows drive and energy in work, when things are going well and when challenges arise.
Dependably meets personal commitments and expectations, for example: completing work, timekeeping.
Proactive in their own development; commitment to the job, the firm and the outcome for customers.
Takes pride in delighting customers.
Primary Responsibilities
Create and maintain accurate client records on back office systems, platforms and any other IT systems.
Deal with client and provider queries by phone/email/post.
Prepare client documentation and correspondence pre and post meetings as per business processes.
Check accuracy and completeness of new business documentation.
Ensure that all business applications are processed accurately and efficiently, in a compliant manner, to the firm’s standards.
Ensure all supporting documentation is maintained as per company procedures.
Ensure all work is followed up promptly in line with company standards.
Liaise with product providers to ensure timely and accurate responses to clients (progress chasing).
Gather client product data and record.
Provide a friendly and professional point of contact for clients and enquiries.
Ensure action points resulting from client meetings get diarised and dealt with.
General administration
Answer, screen and forward incoming calls.
Ensure back-office systems are kept up-to-date.
Open, scan, log and allocate incoming post.
General correspondence.
Other duties as directed by management.
Skills
Develops effective relationships with customers and key contacts, handling & resolving issues through effective verbal and written skills.
Understands role within team and its impact on others.
Consistently endeavours to support colleagues and collaborate to achieve results.
Successfully plans and prioritises to deliver good outcomes for the business and its clients.
Consistently adheres to systems and processes using proficient IT skills and is mindful of and adheres to regulatory requirements.
Qualifications requirements
GSCE in English and Maths or can demonstrate working to this level.
Other
This job description outlines the main functions and responsibilities of the post. The post holder may be required to undertake additional duties as required, commensurate with the level of the job.Training:The training will take place online accessed from your employers site address.Training Outcome:At HA&W we are committed to developing our employees and offer study support (including paying for further exams and materials, as well as time off for further study and exams). When you have completed your apprenticeship, you will put together a further development plan with your line manager. Progression opportunities include studying and working to become a Technical Administrator, Paraplanner or Financial Planner, as well as the opportunity to be involved with various business projects.Employer Description:HA&W are a firm of Chartered Financial Planners, providing financial advice and oversight of pensions & investments. New clients are provided with a complete financial planning review, based around lifetime financial modelling techniques. We arrange products and services where necessary and are usually engaged to provide ongoing advice and oversight. We have approximately 300 ongoing individual clients and provide services to a smaller number of businesses/organisations.Working Hours :Monday to Friday, 9.00am-4.30pm with a 30-minute unpaid lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Team working,Initiative....Read more...
