Senior Paraplanning Professional

12 hours ago


Witney, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full time

Job Summary

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We are seeking a skilled Paraplanner to join our team at The Burford Recruitment Company Ltd. As a Paraplanner, you will play a key role in delivering high-quality client solutions and working closely with Financial Planners to achieve this goal.

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Key Responsibilities

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  • Deliver accurate and timely financial recommendations to clients.">
  • Work with Financial Planners to develop and implement client solutions.">
  • Manage and maintain investment portfolios for clients.">
  • Ensure all regulatory and compliance standards are met.">
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Skills and Experience Required

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  • A minimum of 2 years' experience in paraplanning or a related field.">
  • Strong analytical and problem-solving skills.">
  • Excellent communication and interpersonal skills.">
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Benefits

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  • Competitive salary of £35,000 - £45,000 per annum, depending on experience.">
  • Generous company pension scheme.">
  • Bonus scheme with annual reviews.">
  • 25 days holiday plus bank holidays.">
  • Early finish on Fridays.">
  • Life insurance.">
  • Regular team-building days.">
  • Employee discount benefits.">
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About Us

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The Burford Recruitment Company Ltd is a well-established and respected financial planning firm based in Witney, Oxfordshire. We pride ourselves on delivering exceptional service and expert advice to our clients.



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