Paraplanner
other jobs Grove Talent Solutions Job
Added before 3 Days
- England,South East,Oxfordshire
- Full Time, Permanent
- Salary negotiable
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
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
Job number 3504126
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