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Paraplanner – Birmingham - £35,000

Oakley Recruitment is working in partnership with an expanding organisation based in Birmingham. This is an excellent opportunity to join the team working with Financial Planner assisting the financial services administrators.


Culture and Environment

Our client culture is supportive, friendly and welcoming, the team share best practices and have a great working relationships. Often going out as a team socially. The environment is a corporate office space with a modern feel.


Personality

The team all work exceptionally well together, it’s a friendly, warm and supportive team member that will thrive in this role. This person will be knowledgeable in financial services and be adaptable to change as the business is evolving and growing all of the time. The ability to work to a vision and have a dynamic approach.


Reward

  • 23 days holiday including bank holidays, increasing in length of service to 25 days

  • Contributory pension

  • Sick pay probation (4 weeks)

  • Life insurance

  • Virtual doctor and mental health appointments

  • Salary sacrifice

  • Hybrid working with 1-2 days at home (based on experience)

 

Job Role

  • Assisting in identifying areas for planning and sourcing solutions

  • Ensuring all of the required compliance documentation is present and correct at time of presenting suitability report and recommendation

  • Prepare suitability reports and recommendations for approval by the Financial Planner

  • Collating and maintaining up to date Due Diligence research on funds, providers, platforms

  • Preparing monthly Cumulative return tables and communicating these effectively

  • Maintaining a suitability reports template library

  • Conducting fund research and analysis using FE

  • Ensure information collected and collated about (and from) the client is in accordance with the principles of ‘know your client’ and company policy

 

Skills and experience

  • Understanding of the Financial planning process

  • Demonstrating good client communication and relationships

  • Team working and collaboration

  • Using systems and processes

  • Demonstrate honesty and integrity

  • Adaptability, enthusiasm, dependability

  • Personal commitment

  • Ability to achieve agreed outcomes without supervision

 

 

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. 

 

 

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