Paraplanner

The Burford Recruitment Company

Posted 11 days ago, valid for 7 days

Oxford, Oxfordshire OX4 2WA, England

£28,000 - £33,600 per annum

Full Time

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Sonic Summary

The Burford Recruitment Company is seeking an experienced Paraplanner for a Chartered Financial Adviser firm based in Oxford.
The role offers a salary range of £35,000 to £45,000 and requires a minimum of 2 years of experience in Paraplanning.
The position includes benefits such as 25 days of annual leave, a full pension package with 15% employer contributions, and the flexibility to work from home 2 days a week.
Key responsibilities include collaborating with advisers, conducting financial analysis, and ensuring compliance while maintaining high service standards for clients.
Ideal candidates should possess a Diploma Level in Financial Planning, strong analytical skills, and a thorough understanding of financial products.

Oxford, with Hybrid Remote Work Options
£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
Additional Perks: On-site parking, 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.

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