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Banbury, Oxfordshire
Financial planner
SKILLED JUNIOR PARAPLANNER/INVESTMENTS ADMINISTRATION - BANBURY, OXON AREA

SKILLED JUNIOR PARAPLANNER/INVESTMENTS ADMINISTRATION - BANBURY, OXON AREA

Reed

Posted 3 days ago, valid for a month

Banbury, Oxfordshire OX16 0UD, England

Full Time

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Sonic Summary

A skilled Paraplanner is needed to join a fantastic IFA firm in Banbury, Oxon, supporting financial advisors linked to the client bank.
Candidates must possess a Diploma in financial services and relevant paraplanning skills to be considered for this role.
The position requires assisting financial advisers with research and analysis of financial products, preparing detailed reports, and ensuring compliance with FCA regulations.
Experience in cash flow modeling, risk assessments, and maintaining client records using CRM and financial planning software is essential.
The salary for this role is competitive, and applicants should have at least 2 years of experience in paraplanning.

A lovely chance for a skilled additional Paraplanner joining other paraplanners in the business, linked to the client bank who the advisor's support. You will need to have the Diploma and skills linked to paraplanning in financial services & we can get you lined up if you do in the Banbury, Oxon area. They are an excellent, fantastic IFA firm AND AS OUTLINED REQUIRE A SKILLED PARAPLANNER.

In terms of your skills required would be as follows in terms of your ability

YOU WILL Assist financial advisers by researching and analysing financial products, investments, pensions, inheritance and insurance solutions.

• Prepare detailed and compliant financial reports, suitability letters, and recommendationdocuments for clients.• Conduct cash flow modelling and risk assessments to support financial advice using industry standardtools for certain and DIPLOMA QUALIFIED• Ensure all financial planning recommendations adhere to FCA regulations and companypolicies.• Maintain accurate and up-to-date client records using CRM and financial planning software.• Keep up to date with changes in financial legislation and industry trends.• Assist clients directly with technical queries FOR CERTAIN

PLEASE ENSURE YOU ARE A SKILLED PARAPLANNER LINKED TO THIS AND LINKED TO THE COMPANY AREA IN BANBURY OXON.

kindest regards Wonderful Reed :)

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