Paraplanner full or part Diploma Qualified

2 weeks ago


Banbury, Oxfordshire, United Kingdom Reed Full time

A great Financial Services Company is to recruit a Paraplanner/Analyst with skills within Financial services on report writing & analyst side. They request Ideally Level Four Diploma Qualified on your Paraplanning skills but will consider a skilled Paraplanner near to having Diploma in paraplanning. At some stage when joined & local to the Oxford Role, a possibility of 3 remote days. The Role is to provide full Paraplanning Analyst support to the IFAs, taking responsibility & ownership of all they require your support with.

This role requires a Paraplanner to do occasional client visits with the IFA's

In addition - Each Team Member has ownership of a variety of tasks which they assume day to day responsibility for. It is vital for the skilled Paraplanner/Analyst to maintain a working knowledge of the tasks outside of their own workload; this ensures service delivery levels are maintained in the event of absence or general unavailability.

You will be responsible for the training & development of the Financial Services Administrator assigned to you also, ensuring that all areas of the role are trained to a high level. In addition to this, you may be required to provide training to other administrators as part of this role.

The business environment & varying needs of their company clients requires the ability to deliver in short timescales & respond positively to changes in work priorities, methods & demands.

Within the role you must ensure you are working efficiently and effectively whilst utilising all resources available to you within your role.

KEY ACCOUNTABILITY AND RESPONSIBILITIES FOR SUCCESSFUL CANDIDATE:-

  • Attend client meetings as required with the Advisor taking away all post meeting tasks such as suitability reports; post review reports & new business reporting
  • Gather accurate information about client policies to prepare & review documents for Pension and Investment Clients.
  • Data capture and analysis to ensure IFAs have relevant information to meet their clients varying needs.
  • Dealing with general queries from clients, by telephone and email.
  • Maintain knowledge and awareness of processes and process amendments.
  • Have the ability to undertake all tasks and responsibilities requested.
  • Ensure a consistent level of standard is maintained to ensure the company reputation within the industry is second to none.
  • Be responsible for your involvement in company projects.
  • Prioritise and organise your own workload, raising any concerns or issues with your Team Head or the Office Manager.
  • Work as a key user in company changes, providing valued input to ensure the projects are successful and all client/departmental requirements are met.
  • Work to tight deadlines.
  • Build and maintain a good working knowledge of client requirements & legislative requirements.

Essential Knowledge and Experience :-

  • Previous office experience, in the Financial Services sector paraplanning
  • Working knowledge of the companies internal systems
  • Experience working as a skilled paraplanner/analyst
  • Working knowledge of Microsoft Office
  • Interpersonal skills
  • Professional, accurate written & verbal communication skills
  • Ability to effectively prioritise to ensure timing deadlines
  • Client Focussed
  • Positive, helpful attitude
  • Quality driven with consistent attention to detail
  • Able to work on own initiative
  • Team player.

IF A SKILLED PARAPLANNER ANALYST WITHIN PLEASE APPLY FOR THIS GREAT ROLE.


  • Paraplanner

    2 weeks ago


    Banbury, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full time

    Hybrid – 3 days at home Annual Bonus Study support for Diploma Level 4 Quarterly Team Social EventsAn independent financial advisors based a few miles outside of Banbury, Oxfordshire, are seeking a client focused Paraplanner to provide full Paraplanning support to a team of Financial Advisers. The company pride themselves on their strong company values to...

  • Junior Paraplanner

    2 weeks ago


    Banbury, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full time

    Hybrid – 3 days at home Annual Bonus Study support for Diploma Level 4 Quarterly Team Social EventsAn independent Financial Planning business based a few miles outside of Banbury, Oxfordshire, are seeking a client focused Paraplanner to provide full Paraplanning support to a team of Financial Advisers. The company pride themselves on their strong company...

  • Paraplanner

    2 weeks ago


    Banbury, Oxfordshire, United Kingdom The Burford Recruitment Company Full time

    Financial Advisers Company - Hiring Client Focused ParaplannerHybrid-3 days at homeAnnual BonusStudy support for CII Diploma Level 4Quarterly Team Social EventsAn independent financial advisories firm located near Banbury, Oxfordshire, is in search of a dedicated Paraplanner to deliver comprehensive support to a team of Financial Advisers. The company is...


  • Banbury, Oxfordshire, United Kingdom Reed Full time

    A great Financial Services Company is to recruit a Paraplanner/Analyst with skills within Financial services on report writing & analyst side. They request Ideally Level Four Diploma Qualified on your Paraplanning skills but will consider a skilled Paraplanner near to having Diploma in paraplanning. At some stage when joined & local to the Oxford Role, a...


  • Banbury, Oxfordshire, United Kingdom Reed Full time

    I am supporting an excellent Financial Services IFA Business in the Oxford area linked to who are recruiting a Financial Services IFA Administrator who is skilled to join the company and support the Advisors and Paraplanners in Administration. The function of this role is to provide full Administrative support to the IFAs, taking responsibility and ownership...


  • Banbury, Oxfordshire, United Kingdom Completely Care Full time

    Qualified Nursery PractitionerBanbury£ phAre you a qualified and experienced Nursery Practitioner looking for flexible work opportunities? We are currently seeking dedicated and professional Nursery workers to join our team and work in various nurseries across the Wallingford area. This is an excellent opportunity to utilize your skills and expertise while...


  • Banbury, Oxfordshire, United Kingdom Newcross Healthcare Solutions Full time

    Are you passionate about making a positive impact on the lives of children and young people?Newcross Healthcare is seeking a dedicated Children's Residential Support Worker to join our team in Banbury. This Children's Residential Support Worker position pays up to £15.72 per hour. If you have at least 6 months full time experience in the last 3 years...


  • Banbury, Oxfordshire, United Kingdom MBR Dental Full time

    Dental Nurse / Banbury, OxfordshireMBR Dental are currently assisting a dental practice located in Banbury, Oxfordshire to recruit a Dental Nurse to join their team on a permanent basis. * Available as soon as possible. * Will take notice period into consideration. * Independent high end private dental practice. * Part time position - 4 days per week...


  • Banbury, Oxfordshire, United Kingdom Irwin and Colton Full time

    Interim Health and Safety ManagerBanbury£450 per day (inside IR35)Responsibilities of the Health and Safety Manager will include:Ensuring the site is compliant with both UK legislation and in line with wider Group strategy for health, safety, and environment Engaging across the site to drive improvement within health, safety, and environment Auditing...

  • Site HSE Manager

    2 weeks ago


    Banbury, Oxfordshire, United Kingdom Alexander Steele Recruitment Full time

    Alexander Steele are working in partnership with a global food manufacturing business based in Oxfordshire. They are currently looking for a Site HSE Manager to champion & lead the HSE function/agenda across the operation, someone who can influence at all level across this blue chip business.If you think you are the right match for the following opportunity,...


  • Banbury, Oxfordshire, United Kingdom Buywise Domestics Ltd Full time

    Join our TeamBuywise is a family run retail business specialising in household electrical & kitchen appliances. We have a large showroom on the high street that has been based in the town for nearly 40 years and a second branch in the nearby town of Chipping Norton. In this day and age we have embraced all digital technology available and sell via our...

  • Pharmacy Manager

    4 weeks ago


    Banbury, Oxfordshire, United Kingdom Ramsay Health Care UK Operations Ltd Full time

    Pharmacy ManagerThe Cherwell Hospital, Banbury & Blakelands Hospital, Milton KeynesFull Time hours per week The roleAt Ramsay Health Care UK, we know our people are our most important asset. Join us and you'll help to develop and grow your in-hospital pharmacy team to play a key role in delivering exceptional care to our patients.Leading the Pharmacy...

  • Pharmacy Manager

    1 month ago


    Banbury, Oxfordshire, United Kingdom Ramsay Health Care UK Operations Ltd Full time

    Pharmacy ManagerThe Cherwell Hospital, Banbury & Blakelands Hospital, Milton KeynesFull Time hours per week The roleAt Ramsay Health Care UK, we know our people are our most important asset. Join us and you'll help to develop and grow your in-hospital pharmacy team to play a key role in delivering exceptional care to our patients.Leading the Pharmacy...

  • Pharmacy Manager

    7 days ago


    Banbury, Oxfordshire, United Kingdom Ramsay Health Care UK Operations Ltd Full time

    Pharmacy ManagerThe Cherwell Hospital, Banbury & Blakelands Hospital, Milton KeynesFull Time hours per weekThe roleAt Ramsay Health Care UK, we know our people are our most important asset. Join us and you'll help to develop and grow your in-hospital pharmacy team to play a key role in delivering exceptional care to our patients.Leading the Pharmacy...

  • Optical Assistant

    2 weeks ago


    Banbury, Oxfordshire, United Kingdom Team Locum Ltd Full time

    Wanting to join a well-established team who offer fantastic career progression?Well, this role as an Optical Assistant may just be for youThis is a great first stepping stone to climb that career ladderWorking in retail healthcare will offer on the job learning, next to highly qualified professionals as well as a personalised training in whichever path you...


  • Banbury, Oxfordshire, United Kingdom Bannatyne Health Club Full time

    Beauty / Spa Therapist - BanburyJob Title : Beauty / Spa Therapist Hours : 16 per week Rate of Pay : £12.75 per hour Location : Banbury New opportunity not to be missed We have an exciting opportunity for Spa/Beauty Therapists to join our growing team. Do you want to be a part of a great company who has over 46 Spas and is still growing? Great Commission...

  • Ks1 Teachers Required

    2 weeks ago


    Banbury, Oxfordshire, United Kingdom Reed Education Full time

    Attention all qualified teachers in Banbury and the surrounding areasAre you passionate about education and looking for a flexible role that allows you to make a real difference in the lives of students? We have the perfect opportunity for youReed Education is seeking KS1 teachers to join our team in Banbury.Your Role: To work within our schools in Banbury...

  • Agricultural Engineer

    2 weeks ago


    Banbury, Oxfordshire, United Kingdom Seismic Limited Full time £25,000 - £30,000

    Agricultural Engineer Banbury £25,000 to £30,000 + Company Van + Fuel Card + Overtime + Training We're looking for a Junior Agricultural Engineer to join a growing family run business in Banbury. If you've got experience fixing and maintaining agricultural and ground care machinery and are looking for your next step up, get in touch You will be joining...

  • Care Assistant

    2 weeks ago


    Banbury, Oxfordshire, United Kingdom Godswell Park Full time

    A state of the art 45-bed luxury care home providing the highest quality residential and nursing care Located in the beautiful village of Bloxham, in north Oxfordshire We are looking for care staff to join our friendly team offering the best care to our residents You do not have to be qualified as full training is provided Full time positions and permanent...


  • Banbury, Oxfordshire, United Kingdom Monarch Education Full time

    Position: Primary Supply TeacherScroll down for a complete overview of what this job will require Are you the right candidate for this opportunityLocation: Banbury, OxfordshireEmployment Type: Full-time/Part-timeSalary: £130 to £150 per dayAbout Us:Monarch Education is delighted to offer a unique opportunity for a passionate and dedicated Primary Supply...