Paraplanner Job in OX29, North Leigh, Oxfordshire

Paraplanner Job in OX29, North Leigh, Oxfordshire. Apply for the latest OX29, North Leigh, Oxfordshire jobs in Accounting/Financial/Insurance.

Paraplanner Job in OX29, North Leigh, Oxfordshire

Job Description
Paraplanner. The Role: Mathews Comfort Financial Services Ltd are recruiting a Junior Paraplanner to join their team. We are a leading Financial Planning firm, based in North Leigh, Oxfordshire (OX29). The successful Paraplanner will work alongside the Financial Planners, attending client meetings as required and using cashflow forecasting to deliver a highly personalised holistic financial planning service to a wide range of clients. The ideal candidate will have a technical aptitude and a good understanding of financial planning. Further training and exam support will be given, as we are keen to develop our team.

(We are happy to either consider candidates who are seeking a career in Paraplanning and happy to remain in a technical support role OR candidates who are currently Paraplanning and are keen to progress towards advising in the future.)

Salary: £28,000-£40,000 (dependant on experience) + full support with on-going professional training and development + plus benefits including generous company pension + bonus + 23 days holiday + bank holidays + early finish Friday + life insurance + income protection benefit + private medical insurance + regular team building days + free parking + employee discount benefits

The Company: Mathews Comfort are a well-established firm of independent lifestyle financial planners, with offices near Witney, Oxfordshire and in Reading. They have built a reputation for delivering the highest level of service and expert advice, making a meaningful difference to their clients’ lives. Their vision is to become an award-winning financial planning firm within the next 3-5 years and to be seen as gamechangers for the financial planning profession.

Paraplanner, Responsibilities:

* Work alongside Financial Planners within the Paraplanning Team to deliver a highly personalised holistic financial planning service, focused on improving all client outcomes and ensuring client needs are met to an exceptional standard.

* Undertake technical research, compile financial planning recommendations and implement solutions.

* Analyse portfolios, benchmarking, rebalancing and on-going portfolio maintenance.

* Prepare for and attend client meetings as required with Financial Planners, developing relationships with clients and acting as first port of call for client queries.

* Analyse client data and prepare cash flow analyses (using Voyant)

* Liaise with product providers and other third parties.

* Provide the best level of customer experience, keeping in regular communication with clients, by telephone, email and letter.

* Working with the administrative support team, ensuring the highest levels of client service are delivered.

* Ensure all regulatory and compliance standards are met.

* Contribute to the ongoing development of best practice within the business.

Paraplanner, Skills and Experience:

* Experience gained in the Financial Planning industry.

* Knowledge and experience of all areas of financial planning – investment portfolio management, pensions, taxation, protection, estate planning etc.

* A strong relationship builder and collaborative team player with a caring and quality focused, customer centric approach.

* Intelligent with a strong technology and mathematical aptitude and excellent attention to detail.

* The ability to manage workflow effectively.

* Preferably – Diploma in Financial Planning (Dip PFS) or keen to work towards.

* Preferably – experience of, or keen to learn, cash flow modelling (Voyant)

* Preferably – experience of dealing with complex financial planning or high net worth clients.

The successful Junior Paraplanner will enjoy a highly rewarding career, working for a progressive company who invest in, value and reward their staff.

Dawn O’Shea (CV Elite) is the recruitment partner recruiting the Paraplanner directly on behalf of Mathews Comfort so NO AGENCIES PLEASE. If your CV is shortlisted, you will be contacted by phone in the first instance to discuss the role and your experience in more detail

Job Type: Permanent, Full Time
Location: OX29, North Leigh, Oxfordshire
Category: Accounting/Financial/Insurance
City: North Leigh
County: Oxfordshire
Country: United Kingdom
Salary: £28000 – £40000/annum pension+bonus+exam support+parking
Benefits: pension+bonus+exam support+parking