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 include integrity, respect and professionalism, and have created a positive, inclusive office culture.

Based at the office near Banbury, you will be part of a team of 7 Paraplanners that ensure positive client relations are built and maintained through the provision of a professional and efficient service.

This role could be well suited to a Financial Planning Administrator, Trainee Paraplanner looking to progress their careerKey Responsibilities:

  • Attend client meetings as required with the Advisor and taking away all post meeting tasks such as suitability reports; post review reports; new business reporting etc.
  • Gather accurate information about client policies to prepare and 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.
  • Occasional client visits with an AdviserSkills & experience:
  • Previous Financial services experience
  • Experience working as a Paraplanner would be preferable
  • Proactive/ innovative
  • Ability to remain calm whilst working to tight deadlines.
  • Quality driven with consistent attention to detail
  • Own transport is essential.
If you looking to start or progress your career in paraplanning and live within a commutable distance to OX17, and you have the skills and experience a role like this requires, please apply today

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