
Paraplanner
Aspire Recruitment Solutions
Oxford, Oxfordshire
•2 hours ago
•No application
About
Paraplanner - Fantastic Team, Great Benefits, Career Growth Oxford. Salary up to £50,000 Are you an experienced Paraplanner looking for an opportunity to join a successful, supportive, and wonderful team? Location: North Oxford Hours: Full-time, Monday to Friday, 9am-5pm or 8am - 4pmContract: PermanentBenefits include: 25 days holiday + bank holidays 1 extra day of holiday per full year of service (capped at 30 days) Birthday off (if it falls on a working day) Mental Health Day 7% pension contribution Discretionary bonus Summer team day out and Christmas celebration Your Role: As part of our growing Practice Support Team, you’ll work closely with one to two Financial Advisers and other team members to provide high-quality paraplanning support and ensure clients receive exceptional service. You’ll be involved in: Constructing compliant and robust Suitability Letters Producing detailed cash flow modelling using Voyant Performing tax calculations and preparing accurate projections Staying ahead of legislative changes and maintaining compliance Collaborating across the team to enhance the overall client experience Key Responsibilities (Expanded): Prepare high-quality, compliant Suitability Reports across a range of advice areas including pensions, investments, protection, and IHT planning.