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Senior Paraplanner

  • Salary: £40000 - £52000 per annum
  • Location: Oxford, Oxfordshire
  • Sector: Paraplanner
  • Job type: Permanent
  • Date posted:
    18 Nov 2020
  • Job reference: 34191

Picture in your mind where you want to be this time next year... as hard as the past couple of months has been this has been a great time to take stock and think about you, and what you want out of your career.

This role is working for a new hub in Oxford at a leading wealth planning business backed by 400 years of banking heritage.

You will be the first Paraplanner into the hub and will help shape, grow and mould the team.

The team

The team of Wealth Planners provide a financial advisory service on all aspect of regulated advice, including pensions and tax advice and general guidance on financial issues.

What you'll do

  • Assist the team's Wealth Planners in managing clients' planning needs and solutions
  • Be an additional point of contact when the Wealth Planners are not available or busy and, therefore, to develop a relationship of trust with the clients
  • Attend client meetings with the planner wherever possible to broaden understanding of the advisory process and to strengthen relationships with clients and keep detailed meeting notes of key issues discussed
  • Responsibility for the timely drafting of client advisory letters to be signed off by the relevant authorised advisory personnel
  • To maintain asset and income schedules for all advisory clients, including large family groups and individual clients and share these within the firm where required
  • To assist the planners in assessing available options and solutions for clients

Whats in it for you!

  • Market leading salaries
  • Training and development - full commitment to help you with exams
  • Working with the latest leading technology
  • Progression available for those wanting to move into adviser or manager functions
  • Market leading benefits and reward packages

You will hold level 4 or ideally level 6 and have integrity, passion, and a real team spirit.

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

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