Paraplanner; Senior Financial Administrator

Founded in 2014, Oakwood Financial Services provides whole-of-market independent financial advice tailored to individuals, families, and small businesses. Privately owned and based in Flackwell Heath near High Wycombe, we proudly serve clients across Buckinghamshire and surrounding counties. We are directly authorised by the Financial Conduct Authority and are dedicated to professionalism, expertise, and delivering high-quality service. Our purpose is to help clients make informed investment decisions that positively impact their lives and their families.

Oakwood Financial Services is a small growing directly authorised IFA business. We currently have a team of two advisers and two experienced paraplanners, based in Buckinghamshire.

We have an exciting opportunity for a Senior Administrator / Para Planner to join our team, with the opportunity to work towards Adviser status should you wish.

• 5 years experience within the financial industry sector.
• Proficient IT skills including use of Microsoft Office.
• Familiarity with sector leading IT systems eg Iress Xplan, Dynamic Planner, etc.

Buckinghamshire

£35k-£45k based on 37.5 hours per week. Pay is based on relevant experience, qualifications and skills for the role. Driving license is required.

• 25 days holiday
• Office based with 1 day working from home (after probationary period)
• Company / Performance related bonuses
• Contributory pension scheme

• Seniority level:
  Mid-Senior level
• Employment type:
  
  Full-time
• Job function:
  Finance and Sales