Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basis
Culture and Environment
Our client’s culture is vibrant and driven. Following a recent restructure, they are entering an exciting period of growth, making this a fantastic opportunity to join a dynamic and collaborative team on a shared journey of success.
The work environment is hybrid, offering flexibility to balance office and home working. When in the office, you’ll be based in an iconic, professional, and inviting corporate space that reflects the company’s high standards and progressive outlook.
Personality
This role is suitable for an individual with previous experience in Wealth Management, in a paraplanning or senior IFA Support role. You will focus on complex areas of financial planning and provide robust technical support to ensure the business standards are cautiously met whilst maintaining regulatory expectations
Reward
- 28 days annual leave (plus 1 additional “culture day” & bank holidays) – increases to 30 days with 5 years’ service
- Hybrid working – 3 days at home, 2 days in the office
- 9am – 5pm or 10am-6pm weekdays and 1 in 3 Saturdays 9 am – 1 pm
- Free secure underground Birmingham city centre parking (available on weekends for personal use)
- Annual bonus up to 10%
- Pension contributions matched (+ 2%) up to 10%
- Cashback and discounts on major brands in retail, leisure, health, and wellbeing
- Enhanced maternity & paternity pay
- Buy up to 5 extra days of annual leave per year and sell up to 3 days per year
Job Role:
- Preparing case documentation around estate planning, investment replacements and pension switching and pension retirement advice
- Conducting analysis and performing calculations
- Creating reports for our high-net-worth clients
- Providing technical support to the Financial Advisers
- Developing strong working relationships
- Proactively seeking to support others with the aim of delivering the best customer experience
Skills and experience:
- Previous Paraplanning or IFA support role expereince
- Studying towards or part of DipFA Level 4 qualified (or equivalent)
- Strong technical knowledge in all areas of financial planning
- Ability to clearly communicate knowledge to both financial consultants and other internal stakeholders
- Strong team player, relationship builder, customer focussed and organised a
- Excellent knowledge of relevant products and legislation
Please Note: We do not contact or write to unsuccessful candidates. If we have not contacted you within 48 hours of your application, you should presume that your application was unsuccessful. By applying for this vacancy, you are permitting for Oakley Recruitment to contact you and retain your details. In compliance with the regulations (April 2004) in place under the Employment Agencies Act, Oakley Recruitment will require proof of identification. A copy of your passport, birth certificate and NI number will be required as part of your interview process.