We are seeking a Financial Planner to join our Oxford office. We are looking for a professional individual who will assist in achieving team and company targets, through the effective management of existing clients and the generation of new clients.
Already in a Financial Planning role, we would expect you to provide clients with high quality holistic retail investment advice to meet their needs, ensuring fair client outcomes whilst also expanding your client portfolio.
We are seeking a Financial Services Administrator to join our Oxford office. This role entails providing an effective, efficient and high quality administration service to clients and Financial planners.
This will include producing accurate and professional client documentation on a timely basis, ensuring all client documentation is dispatched accurately and in a timely fashion, and actively contributing to the enhancement of front office procedures, processes and ad hoc projects.
We are seeking an experienced Paraplanner to help deliver first class technical knowledge and high levels of service to our clients, whilst also providing support to our advisers. You will have the ability to produce suitability reports and for you to be significantly on your way to achieving Level 4 status.
You must be an excellent communicator and have the ability to work under pressure. You will be in a rewarding and fun working environment, where you will be actively encouraged to develop your skills and become more knowledgeable in all aspects of financial planning. Full support for your studies will be given.
Some of the staff from the Punter Southall offices discuss what they are working on and why they chose Punter Southall Aspire.
The CSR team
Our CSR Champions held many events last year, including:
Macmillan’s Big Coffee Morning (York, Bedford, Edinburgh and Guildford)
City Giving Day (London)
- A raffle for Sir John Cass Foundation School (London)
- Bring & buy sale for Children in Need (Guildford)
- Donations to Helping Hands Foodbank (Edinburgh)
- Christmas Jumper Day for the Fountain Centre (Guildford)
- Christmas Jumper Day for Alzheimer’s UK (London)
- Christmas Jumper Day for the Banbury Youth Homeless Project (Oxford)
Lord Mayor’s City Giving Day
We were very pleased to get involved with the Lord Mayor’s City Giving Day for the first time in 2018, and again in 2019. It was great to see so many of our London team taking on challenges like time-pressured cycling, or getting stuck into baking new recipes!
CEO Steve Butler commented: ‘We were very pleased to get involved with the Lord Mayor’s City Giving Day for the first time this year, and it’s been great to see so many of our Leadenhall team taking on challenges like time-pressured cycling, or getting stuck into baking new recipes! We’re looking forward to taking part in next year’s CGD already, and raising funds for the charities the Lord Mayor’s Appeal supports.’
For more information on the Lord Mayor’s City Giving Day, visit The Lord Mayor's Appeal.
York get baking for Macmillan
Friday 28th September was the Macmillan World’s Biggest Coffee Morning.
Each year, Macmillan asks people all over the UK to host their own Coffee Mornings and donations on the day are made to the charity to assist with their research and support.
With last year’s coffee morning having raised over £27 million nationally, Punter Southall Aspire’s York office wanted to try and help make this year’s total even higher!
Donations of delicious baked goods were provided by all and sundry and the grand total at the end of the day was £48.50
Commenting on the fundraising, York-based Principal Caroline Gains said: ‘We love taking part in the Macmillan World’s Biggest Coffee Morning each year and knowing that we’re helping raise much-needed money to support everything that Macmillan does. This year’s cakes were a particularly tasty bunch and the winner of the unofficial bake-off competition was a Forest Fruits cake...I’m looking forward to next year’s selection already!’
More information about Macmillan’s World’s Biggest Coffee Morning is here: https://coffee.macmillan.org.uk/