Benefits:
* Full support for ongoing professional training and development
* Generous company pension
* Bonus scheme
* 25 days holiday plus bank holidays
* Early finish on Fridays
* Life insurance
* Income protection benefit
* Private medical insurance
* Regular team-building days
* Employee discount benefits
A well-established and respected financial planning firm based on the outskirts of Witney, Oxfordshire is seeking a Paraplanner to join their team. This independent firm has a reputation for delivering exceptional service and expert advice, helping clients achieve meaningful financial goals.
Key Responsibilities:
* Work alongside Financial Planners, attending client meetings and acting as the first point of contact for client queries.
* Undertake technical research, compile financial planning recommendations, and implement solutions.
* Analyse client data, prepare cash flow analyses and develop comprehensive financial strategies.
* Manage and maintain investment portfolios, including benchmarking, rebalancing, and ongoing monitoring.
* Liaise with product providers and other third parties to ensure client solutions are implemented effectively.
* Ensure all regulatory and compliance standards are met.
* Collaborate with administrative support teams to deliver a seamless client experience.
Skills & Experience Required:
* A minimum of 2 years' experience in a paraplanning role.
* Diploma in Financial Planning (Dip PFS) - highly desirable.
* Comprehensive knowledge of financial planning areas including investment portfolio management, pensions, taxation, protection, and estate planning.
* Proficiency in cash flow modelling.
* Experience working with high-net-worth clients or complex financial planning cases is a plus.
* Strong relationship-building skills and a client-focused, collaborative approach.
* Excellent attention to detail, with strong technical, mathematical, and technology skills.
* Ability to effectively manage work flow and prioritise tasks.
Development Opportunities:
The firm is committed to supporting team members with further training and exam support to foster professional growth and career development.
This is a unique opportunity to join a collaborative, client-centric team dedicated to delivering exceptional financial planning services.
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