Paraplanner

? Hybrid-3 days at home

? Annual Bonus

? Study support for CII Diploma Level 4

? Quarterly Team Social Events

An independent Financial Advisers 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 their 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 progress your career in Financial Planning and live within a commutable distance to OX17, and you have the skills and experience a role like this requires, please apply today!