Senior Investment Paraplanner

To £45K + 30 days Hols + 8% Pension
Flexi Office Hours, 5x Life Cover, Free Parking

The focus of the role is preparing complex suitability reports and delivering technical support on pensions, investments and DB transfers to the client services team and our clients. Qualified to Level 4 Diploma level you’ll need significant experience in preparing investment and pension recommendations for high net-worth clients.

In researching products, providers and funds you’ll also need a working knowledge of taxation, trusts, and estate planning. While we have a proven investment process to follow, the tone and the content of the suitability reports, and selection of funds, will need to be tailored to the needs of each client.

This is not a ‘desk in the corner’ role, as you’ll need to be friendly and supportive towards the rest of the team and be able to chat with our clients. In return, you can look forward to a long-term career with us, a nice working environment and salary reviews each year consistent with your progress.

Download the full Job Description and take a closer look. If you like what you see please click the button below to apply and upload your CV. If you would prefer a confidential chat with the Managing Director first, then please contact Helen Blackburn on 0121-355-4455.

Helen Blackburn talks about careers with Oaklands Wealth Management

Why work with Oaklands Wealth?

Maybe you are under-appreciated by your current employer, your talents aren’t fully used or things have changed and the new regime isn’t to your liking?

Whatever your reason, we are a growing regional company based in Sutton Coldfield and we take the development of our team very seriously. If you join us you’ll have regular reviews all through your career with us.

The focus is on you. That’s why we call them Personal Development Reviews (PDRs) to check in with you on your progress, aspirations and any frustrations.

They allow us to rise above the day-to-day work to see what’s needed to keep you interested and our clients well served.

Download the full Job Description and if you like what you see apply now attaching your current CV.

The Role

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  1. Drafting client suitability reports for pensions, investments & DB transfers
  2. Researching and analysing products, providers, and funds.
  3. Producing pension and investment projections and client reviews.
  4. Keeping appraised of Trusts, taxation and estate planning principles.
  5. Compliance checks on client files.

The Benefits

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Salary to £45,000

30 days holiday + public holidays

8% pension after 3 months service

Flexi office hours

5 x Life Cover

Car parking paid

About You

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You must have a Level 4 Financial Planning Diploma or equivalent.

You must be prepared to study for advanced qualifications to meet specific requirements of our business, such as pension transfers.

Good standard of general education – highly numerate and with an excellent standard of written English.

At least 10 years relevant experience in an IFA office.

The Oaklands Culture

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You’ll fit in a dream if you have bags of initiative and can work flexibly as part of our team. While, there’s much laughter in the office we are serious about 2 things – consistent process and first class client service.

Something you’ll not hear around here is “that’s not my job”. Everybody’s job is to do whatever it takes to keep our clients happy and content and our business thriving.

Employee Testimonial

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I joined Oaklands Wealth as an Investment Adviser as I like the culture here of identifying and playing to people’s strengths. This resulted in me taking the opportunity to manage the client services function, as well as giving advice to clients.

Day-to-day, I am part of a team with a fun and hardworking atmosphere, which also shares a strong client-centred work ethic and a fantastic reputation.

Not only are Oaklands clients looked after and treated well – the Oaklands’ staff are too. I feel extremely happy here as I feel valued and appreciated – Helen is always happy to listen to any ideas I may have.

There is a strong focus on training and education, both of which have been provided to me by the Company as part of my on-going development programme.

If you are looking to work for a company that will appreciate and support you, Oaklands will suit you well!

Sarah Ryley
Investment Adviser & Business Manager

Joined 2017

Employee Testimonial

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Having worked at Oaklands for 13 years, I have seen the company grow and expand in both personnel and office spaces. It has been great to watch it evolve from the beginning.

From the start, Oaklands has been a professional and forward thinking company. Our systems and processes are constantly being reviewed.

We are encouraged to streamline the way we work to make sure we work as efficiently as possible.

This helps us to provide the best service we can for our clients. The work is fast paced which means there is never time to get bored.

Clients and visitors often compliment our office. As well as the attractive & spacious layout of the building, we have an endless supply of tea, coffee and biscuits to fuel our day.

The thing that stands out from previous employment is the flexibility that the Directors have entrusted me with.

Bridie Hood
Executive Assistant

Joined 2005

Interested in our Senior Investment Paraplanner position? Then download the full Job Description and Apply Now below