Paraplanner

Our client, a successful and growing financial services provider are seeking a Paraplanner to join their small, developing team of para planners based in Chipping Norton.

Main responsibilities

The responsibilities will include working with the financial planners, administrators and with other members of the team, to deliver a high quality, efficient service to both customers and staff. This is a technical position, dealing at times with complex figures and rules, as well as routine tasks, which will not be limited to those listed below.

The following is a selection of the duties to be carried out:

• Analysis of client circumstances, objectives, requirements, and risk profile
• Research into, and analysis of, client current financial arrangements
• Analysis of client CGT position, and other tax considerations
• Researching products, and solutions
• Preparation and writing of recommendation letters and reports
• Assist with client reviews, including attending some client meetings
• Dealing with queries from clients and other staff
• Work with other team members to keep client records up to date.
• Keep up to date with changes in all necessary financial planning areas

Key Requirements

• 5 years plus paraplanning experience
• Minimum level 4 Diploma qualified or equivalent within the finance industry
• Strong inter-personal skills and previous experience managing a team
• Thorough knowledge of investments, pensions, and financial services regulation
• Commitment to excellent customer service
• Report writing skills
• Excellent written and verbal communication qi Solid numeracy skills & statistical analysis qi Ability to conduct research
• Good computer skills,
• Self-motivated and team oriented
• Ability to prioritise multiple tasks and deadlines
• Highly organised and adaptable
• Accuracy and attention to detail

In return our client offers a generous benefits package with enhance holiday allowance and pension contribution, along with a competitive salary.