Paraplanner

1 month ago

North Leigh, United Kingdom The Burford Recruitment Company Ltd Full time

Full support with ongoing professional training and development

💫 Generous company pension

💫 25 days holiday + bank holidays ( and birthday day off)

💫 Early finish Friday

💫 Life / Medical insurance

💫 Income protection benefit

💫 Regular team building days - including an annual ski trip

💫 Free parking

💫 Employee discount benefits

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.

Responsibilities include:

* 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.

To be successful in the role you will:

* 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

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