Financial Planner job in Oxford at Ortolan Group

Financial planner

Company: Ortolan Group

Location: Oxford UK

Date Posted:Apr 19, 2018

Financial plannerOxfordPermanent, Full-time or Part-time·         Salary £35,000 - £45,000 per annum Our client is an established financial planning business based in Summertown in Oxford wishing to hire a Financial planner.Providing paraplanning and technical support to advisors, duties will consist of liaising with advisors using info from the fact find, ceding scheme information, soft facts and regulatory rules to prepare analysis reports to deliver initial advice & prepare suitability reports, to assist and speed up the pension transfer advisory process to complete more transactions.Skills & Duties Required:Technical report writingPrepare suitability lettersPreparing business for submissionBe familiar with Pension Transfer Analysis systems i.e. critical yield calculatorsLiaising with clientsComputer record keeping using the specialised client record management systemStrong data analysis skills and attention to detailStrong Word and Excel skills The role offers:9 am to 5 pm full-time though candidates wishing to work part-time will also be consideredOption to work from home following the induction period20 days holiday, increasing to 25 with service plus Bank holidaysPension View full job description
JobCentre Plus 6 months ago
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