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- Hybrid
- £35,000 – £45,000
- 25 days annual leave plus additional days between Christmas and New Year
- Full pension package with 15% employer contributions
- Flexibility to work from home 2 days a week
- Supportive and family-oriented culture.
The Burford Recruitment Company is pleased to be working with a respected Chartered Financial Adviser firm to find an experienced Paraplanner to join their Oxford-based team.
Our client is a family-oriented, Chartered Financial Planner firm dedicated to providing top-tier financial planning services to around 200 client families. This role offers an exceptional opportunity for a highly qualified Paraplanner to support financial advisers, assist with investment strategies, and contribute to the firm’s commitment to outstanding client service. Ideal candidates will have a strong understanding of financial products, analytical abilities, and the drive to deliver an impeccable client experience.
Key Responsibilities
Adviser Support & Financial Analysis:
- Collaborate with Advisers to create suitability reports and analyse client financial circumstances.
- Utilise Timeline Tech for cash flow modelling, ensuring accurate and complete client data.
- Participate in the Investment Committee and assist with third-party investment strategy processes.
Research & Compliance:
- Conduct research, compile documentation, and ensure compliance across all support functions.
- Develop and manage workflows within our back-office systems, including Intelligent Office.
Client Relations & Administration:
- Serve as a professional, friendly contact for clients and inquiries by phone, email, and in-person.
- Provide timely, accurate service to clients and advisers, maintaining high service standards.
Key Skills & Experience
- Qualifications: Diploma Level in Financial Planning (Advanced Diploma preferred).
- Experience: Minimum of 2 years in Paraplanning.
- Skills: Proficient knowledge of investment, life, and pension products; strong analytical, administrative, and communication skills.
- Additional: Applications from candidates currently training or newly qualified are welcomed.
