Paraplanner

Hybrid ndash; 3 days at home #x2705; Annual Bonus #x2705; Study support for Diploma Level 4 #x2705; Quarterly Team Social Events An independent financial advisors 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 the 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 rsquo; 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 start or progress your career in paraplanning and live within a commutable distance to OX17, and you have the skills and experience a role like this requires, please apply today