Paraplanner

An opportunity has arisen for a Full Time Paraplanner to join a successful and growing company. Wise Investment is an independent, employee-owned wealth management and financial planning business. Since the company was founded in 1992, we have provided financial advice and investment management solutions to private clients. Quality and excellence sit at the core of our values and our team of experienced, qualified investment and financial planning professionals are committed to providing the best service with attractive returns, through the development of long-term relationships with our clients.

The main areas in which we specialise are long term investment management, planning for retirement, generating income from assets, and financial protection. We also advice our clients on how to pass money through the generations in an appropriate and tax-efficient way.

We aim to give the type of advice that we would want to receive ourselves. Ultimately, our aim is to take the financial complexities and worries away from our clients allowing them to spend time focusing on the things in their lives that matter most to them, whether it is work, business, family or simply enjoying a well-earned retirement.

The successful candidate will be working as part of a small, established team of paraplanners based in Chipping Norton.

The office hours are Monday
- Friday 9am to 5pm.

The responsibilities will include working with the financial planners, administrators and with other members of the team, to deliver a high quality, efficient service to both customers and staff. This is a technical position, dealing at times with complex figures and rules, as well as routine tasks, which will not be limited to those listed below.

• Analysis of client circumstances, objectives, requirements, and risk profile
• Research into, and analysis of, client current financial arrangements
• Analysis of client CGT position, and other tax considerations
• Researching products, and solutions
• Preparation and writing of recommendation letters and reports
• Assist with client reviews, including attending some client meetings
• Dealing with queries from clients and other staff
• Work with other team members to keep client records up to date.
• Keep up to date with changes in all necessary financial planning areas

• Minimum level 4 Diploma qualified or equivalent within the finance industry
• Strong inter-personal skills
• Thorough knowledge of investments, pensions, and financial services regulation
• Commitment to excellent customer service
• Report writing skills
• Solid numeracy skills & statistical analysis
• Ability to conduct research
• Self-motivated and team oriented
• Ability to prioritise multiple tasks and deadlines
• Highly organised and adaptable
• Accuracy and attention to detail

Basic salary: dependent on experience

Pension contribution: 5% of basic salary. Salary sacrifice available.

Holiday allowance: 29 days, plus Bank Holiday & Christmas week. One volunteer day per year.

Individual training budget: £1,500 per year (10% can be used for personal training)

Death in service: 4x basic salary (salary cap £245,000)

Income protection:
Maximum 75% of basic salary (salary cap £145,000)

Working hours:

35 hours per week

Salary and benefits work on a pro-rata basis for part-time Partners.

Offers of employment are reliant on the receipt of satisfactory references and background checks such as adverse credit and DBS (basic).

Please apply by sending your CV and cover letter to: lee