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    Paraplanner Flexible working - Cherwell, Oxfordshire, United Kingdom - The Burford Recruitment Company Ltd

    The Burford Recruitment Company Ltd
    The Burford Recruitment Company Ltd Cherwell, Oxfordshire, United Kingdom

    3 weeks ago

    Default job background
    Description
    Hybrid - 3 days at home

    Annual Bonus

    Quarterly Team Social Events


    An independent financial advisors based a few miles outside of Banbury, Oxfordshire, are seeking a client focused Paraplanner to provide full Paraplanning support to a team of Financial Advisers.

    The company pride themselves on their strong company values to include integrity, respect and professionalism, and have created a positive, inclusive office culture.


    Based at the office near Banbury, you will be part of a team of 7 Paraplanners that ensure positive client relations are built and maintained through the provision of a professional and efficient service.

    This role could be well suited to a Financial Planning Administrator, Trainee Paraplanner looking to progress their career

    Gather accurate information about client policies to prepare and review documents for Pension and Investment Clients.


    • Data capture and analysis to ensure IFAs have relevant information to meet their clients' varying needs.
    • Dealing with general queries from clients, by telephone and email.
    • Previous Financial services experience
    • Quality driven with consistent attention to detail
    *

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