Paraplanner

Hybrid – 3 days at home
✅ Annual Bonus
✅ Study support for Diploma Level 4
✅ Quarterly Team Social Events
An 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 career
Key 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 Adviser
Skills & 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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