REED
Oxford, UK
Paraplanner Annual Salary: Up to £45,000 Location: Oxford Job Type: Hybrid (2 days work from home) Join our progressive, UK-wide independent financial advice business as a Paraplanner. We specialize in providing uniquely tailored independent financial advice in savings, investments, and retirement planning to both personal and corporate clients. This role is ideal for a technically skilled and motivated individual who thrives in a dynamic environment, supporting a team of financial advisers through detailed research and report writing. Day-to-day of the role: Understand clients' financial situations and objectives to provide tailored support. Conduct thorough research and analysis across various financial planning areas including pensions, investments, protection, and estate planning. Prepare detailed recommendation reports adhering to the company's standards and compliance procedures. Maintain accurate and up-to-date client records on the back-office system, ensuring...