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Junior Paraplanner

North Leigh, Oxfordshire
£28,000 to £40,000
Job Type
8 Sep 2022
Paraplanner North Leigh £28,000-£40,000 The Burford Recruitment Company are delighted to be working in partnership with a leading Financial Planning / Wealth Management business to find a Junior Paraplanner to join their team. The successful Paraplanner will work alongside the Financial Planners, attending client meetings as required and using cashflow forecasting to deliver a highly personalised holistic financial planning service to a wide range of clients. We are happy to either consider candidates who are currently Paraplanning and are keen to progress towards advising in the future OR candidates who are seeking a career in Paraplanning and happy to remain in a technical support role. Responsibilities include: Work alongside Financial Planners withing the Paraplanning Team to deliver a highly personalised holistic financial planning service, focused on improving all client outcomes and ensuring client needs are met to an exceptional standard. Undertake technical research, compile financial planning recommendations and implement solutions. Analyse portfolios, benchmarking, rebalancing and on-going portfolio maintenance. Prepare for and attend client meetings as required with Financial Planners, developing relationships with clients and acting as first port of call for client queries. Analyse client data and prepare cash flow analyses (using Voyant) Liaise with product providers and other third parties. Provide the best level of customer experience, keeping in regular communication with clients, by telephone, email and letter. Working with the administrative support team, ensuring the highest levels of client service are delivered. Ensure all regulatory and compliance standards are met. Contribute to the ongoing development of best practice within the business. To be successful in the role you will: Have a minimum of 12 months experience in a similar role. Have knowledge and experience of all areas of financial planning investment portfolio management, pensions, taxation, protection, estate planning etc. Be a strong relationship builder and collaborative team player with a caring and quality focused, customer centric approach. Have a strong technology and mathematical aptitude and excellent attention to detail. Preferably experience of, or keen to learn, cash flow modelling (Voyant). Preferably - experience of dealing with complex financial planning or high net worth clients. Preferably - Diploma in Financial Planning (Dip PFS) highly preferable or working towards. Benefits include: The successful Junior Paraplanner will enjoy a highly rewarding career, working for a progressive company who invest in, value and reward their staff. Full support with on-going professional training and development Generous company pension Company bonus 23 days holiday + bank holidays Early finish Friday Life insurance Income protection benefit Private medical insurance Regular team building days Free parking Employee discount benefits
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  • Job Reference: 707260929-2
  • Date Posted: 8 September 2022
  • Recruiter: The Burford Recruitment Company Ltd
    The Burford Recruitment Company Ltd
  • Location: North Leigh, Oxfordshire
  • Salary: £28,000 to £40,000
  • Bonus/Benefits: plus bonus and significant benefits
  • Sector: Accounting
  • Job Type: Permanent