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