Address
SalaryParaplanner
up to £35,000pa
Near Banbury
✅ Hybrid – 3 days at home
✅ Annual Bonus
✅ Study support for Diploma Level 4
✅ Quarterly Team Social Events
An independent Financial Advisors based on the outskirts of Banbury, Oxfordshire, are seeking a Paraplanner to provide support to a team of Financial Advisers. The company pride themselves on their strong company values and have created a positive, inclusive office culture.
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.
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.
- 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’ needs.
- Dealing with general queries from clients, by telephone and email.
Skills & experience:
- Previous Financial services experience, ideally as a Paraplanner
- Proactive/ innovative
- Ability to remain calm whilst working to tight deadlines.
- Quality driven with consistent attention to detail
- Own transport is essential.
If you live within a commutable distance to OX17, and you have the skills and experience a role like this requires, please apply today!
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Tagged as: Analytical, financial planning, Paraplanning support, Report Writing
