Paraplanner hybrid working

ParaplannerAnnual Salary: Up to £45,000Location: OxfordJob Type: Hybrid (2 days work from home)Join our progressive, UK-wide independent financial advice business as a Paraplanner. We specialize in providing uniquely tailored independent financial advice in savings, investments, and retirement planning to both personal and corporate clients. This role is ideal for a technically skilled and motivated individual who thrives in a dynamic environment, supporting a team of financial advisers through detailed research and report writing.Day-to-day of the role:Understand clients'' financial situations and objectives to provide tailored support.Conduct thorough research and analysis across various financial planning areas including pensions, investments, protection, and estate planning.Prepare detailed recommendation reports adhering to the company''s standards and compliance procedures.Maintain accurate and up-to-date client records on the back-office system, ensuring all documentation is correctly filed and accessible.Collaborate closely with financial advisers, challenging and querying proposed recommendations to ensure they meet client needs.Utilize company-approved research systems for analysis and employ cash flow modelling techniques to support financial planning.Required Skills and Qualifications:Minimum of 5 GCSEs including English and Maths.Attainment of the Level 4 Diploma in Financial Planning.Proven experience in an IFA/Wealth Management environment, with a broad ..... full job details .....