Paraplanner - Fully Remote

2 weeks ago


Banbury Oxfordshire, United Kingdom Reed Full time

A great Financial Services Company isto recruit a Paraplanner/Analyst with skills within Financial services on report writing & analyst side. At some stage when joined & local to the Oxford Role, a possibility of 3 remote days.You will be responsible for thetraining & 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.
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.


~ 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.


~ Previous office experience, in the Financial Services sector paraplanning
Working knowledge of Microsoft Office
Quality driven with consistent attention to detail



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