Trainee Paraplanner

Frizzell Wealth Management

Oxfordshire

You are…

  • Looking to progress your career at a busy and growing wealth management firm.
  • Capable of managing a reasonable workload and managing your time effectively.
  • Personable, articulate and have a keen eye for detail.
  • Passionate about financial planning and the difference we can make to our clients.
  • A great can-do attitude and like to get stuck in with new tasks.
  • A team player who works hard, but also like to be part of a team and have fun along the way.

 

You have…

  • Experience within financial services ideally at another wealth management of financial planning company.
  • Started or looking to start your Level 4 Diploma in Regulated Financial Planning.
  • Experience of writing suitability reports (ideal but not essential).
  • Strong communication skills.
  • An attention to detail and a passion for process and organisation.
  • A willingness to learn and try new things.

 

What you’ll be doing

  • Supporting our team of 9 advisers with writing suitability reports.
  • Dealing with technical queries and other tasks arising from advisers or client requests.
  • Helping create financial plans on Voyant.
  • Doing some basic admin including new business processing and supporting the wider team, we all muck in as one team!

 

We are…

  • Busy and growing but believe in building strong and trusted relationships with our clients and always putting them first.
  • An ambitious practice looking to become the most respected wealth management in Oxfordshire and the South East.
  • Committed to providing the training, support and development to help all of our staff reach their full potential. (This includes us paying and supporting you through professional qualifications)
  • Always looking to do things better, and keen to grow as one team.

 

The package

  • Competitive salary from £21k – £26k dependent on experience.
  • Annual bonus up to 10% of your salary.
  • Full financial and academic support for professional qualifications.
  • 20 days holiday, rising to 25 and we close between Christmas and New Year
  • The role is office based in Wallingford, Oxfordshire with some working from home also available.

 

To enquire about the role, please contact Holly Frizzell on Holly.Frizzell@sjpp.co.uk.

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