Job Description
Job Title: Paraplanner
Location: Banbury
Sector: Financial Planning
Salary: Negotiable
About the Company
An established and reputable financial planning and wealth management firm, known for delivering high-quality advice and investment solutions to private clients. The business promotes a culture of professionalism, integrity, and long-term client relationships.
The Opportunity
A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. You would be supporting the director and another financial planner and you will play a key role in supporting the these planners through report writing, technical research, and cash-flow modelling.
There is a good benefits package along with an opportunity to progress to an advisor position in the near future, if desired.
Key Responsibilities
* Produce and package financial reports for a variety of Pensions, and Investment products.
* Create and compile reports, illustrations and fund research.
* Answer technical queries and liaise with clients as and when needed.
* Perform cash flow modelling and maintain up-to-date knowledge of products and platforms.
* Attend client Meetings with the financial planner on occasion
About You
Qualifications & Experience:
* Diploma qualified (Desireable)
* Previous experience as a Paraplanner. (Essential)
* Strong understanding of financial products, platforms, and compliance requirements.
Skills & Attributes:
* Excellent communication and time management skills.
* Strong problem-solving abilities and attention to detail.
* Able to work independently and collaboratively within the Paraplanning team.
* Technically competent with Microsoft programs, and ideally experience with Intelligent Office or FE Analytics.
* Familiarity with platforms such as Quilter, Aviva, M&G, and Aegon ARC is desirable.
Some of the Benefits
* Strong Holiday Allowance
* Exam Support
* Enhanced Maternity Pay
* Death in Service
* 5% pension
* Healthcare Plan
* Progression to an advisory position, if desired