Paraplanner

The Burford Recruitment Company are working with a leading Financial Planning / Wealth Management business to find a Paraplanner to join their team. The successful Paraplanner will work alongside the Financial Planners to deliver a highly personalised financial planning service to clients.

• Working with the administrative support team, ensuring the highest levels of client service are delivered at all times.
• Developing relationships with clients and acting as first port of call for client queries.
• Liaising with product providers and other third parties.
• Preparing and attending client meetings alongside Financial Planners.
• Analysing and maintaining portfolios.
• Undertaking research, compiling financial planning recommendations and implementing chosen solutions.
• Analysing client data and preparing cash flow analyses (using Voyant)
• Ensuring all regulatory and compliance standards are met.
• Contributing to continuous improvement, and the ongoing development of best practices within the business.

• Have experience in paraplanning, or within a similar role.
• Hold a (Dip PFS) Diploma in Financial Planning (preferred)
• Have knowledge and experience of financial planning for HNW and UHNW clients - including investment portfolio management, pensions, taxation, protection, and estate planning.
• Be personable, with strong relationship-building, and communication skills
• Be a collaborative team player with a caring and quality-focused, customer-centric approach.

What's on offer..

?? Full support with ongoing professional training and development

?? Generous company pension

?? 25 days holiday + bank holidays

?? Early finish Friday

?? Life / Medical insurance

?? Income protection benefit

?? Regular team building days

?? Free parking

?? Employee discount benefits