Paraplanner

Oakley Recruitment is working in partnership with an expanding organisation based inNewcastle under-Lyme. This is an excellent opportunity to join the team as a Paraplanner on a full-time permanent basisCulture and EnvironmentOur 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.PersonalityThe ideal candidate will have experience working with a variety of products and will have a good understanding of the whole financial process. You will demonstrating good client communication and relationships as well as quality service delivery.Reward23 days holiday including bank holidays, increasing in length of service to 25 daysContributory pensionSick pay probation (4 weeks)Life insuranceVirtual doctor and mental health appointmentsSalary sacrificeEmployee Assistance ProgrammeJob Role:Working with the Financial Planner to discuss client objectives, identifying and where required, assist the Financial Services Administrators in obtaining information necessary to compile a comprehensive financial suitability reportAssisting in identifying areas for planning and sourcing solutions suitable to meet the client's needs and objectivesAssisting in the preparation of tax calculations where necessaryEnsuring information collected and collated about (and from) the client is in accordance with the principles of know your client and company policyEnsuring all of the required compliance documentation is present and correct at time of presenting suitability report and recommendationPreparing suitability reports and recommendations for approval by the Financial Planner, preparing associated accompanying documentation for client to signEnsuring client declaration and signed authorisation is on any advice piece before anything transactional occursConducting fund research and analysis using FE Analytics in support of Financial Planner recommendations as well as other software systems such as Selectapension for pension switch business, Conquest for Cashflow reporting producing comprehensive cashflow reports for relevant clients and reviews (software systems available as at 2025)Ensuring suitability report templates updated and compliant with regulatory/tax year changeMaintaining a suitability reports template library for use across the hubCollating and maintaining up to date Due Diligence research on funds, providers, platformsPreparing monthly Cumulative return tables and communicating these effectively to the Financial Planners, Team LeadersSkills and experience:Minimum 2 years experience in a Paraplanning role at an IFA firmDipPFS qualified or equivalent Level 4 qualificationTeam working and collaborationPlanning and PrioritisingAbility to work effectively and efficientlyUsing IT software systemsAdhering to Operational and business processesDemonstrate honesty and integrityAdaptability, enthusiasm and dependabilityPersonal commitmentAbility to achieve agreed outcomes without supervisionPlease 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.JBRP1_UKTJ

Created: 2025-09-09