• From £35,000 to £45,000From £35,000 to £45,000
  • BanburyBanbury
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SALARY UP TO £45K, FANTASTIC EMPLOYEE BENEFITS & WORKING ENVIRONMENT

PARAPLANNER – OXFORDSHIRE – JOB REF: JO20339

Accountancy Elite yet again have been instructed by a long term client of ours who are a well established accountancy practice in Oxfordshire. They are looking to recruit a qualified Paraplanner to support the financial advisor allowing them to focus on the client relationship. The successful candidate will need to have spent 2 years minimum in a Paraplanner role and be DipPFS qualified or close to completing the qualification.

ROLE RESPONSIBILITIES:

·Receiving post meeting de-briefing from advisor and creating a plan of action showing timescales and task responsibilities.
·Obtaining information relating to a clients existing plans.
·Analysis of clients existing position and potential solutions and discussion of solutions with advisor.
·Preparation of cash-flow ready for client meetings.
·Preparation of pre-meeting materials including comparisons of alternative solutions, supporting material, pre-population of forms and suitability reports.
·General communication with the client, providers and third parties.
·Project chasing to ensure action plans are fully completed on time and in a compliant manner.
·Client servicing, including correspondence, reports, research, obtaining information and analysis.
·Undertake a programme of CPD to maintain individual skills and knowledge.
·Active input to the general business development of the firm.

CANDIDATE REQUIREMENTS:

·Level 4 diploma in financial planning.
·Understanding of in house systems such as Intelligent Office, Selecta Pension, Morning Star Adviser Workstation, Dafaqto.
·In depth knowledge of Financial Planning and Analysis.
·Minimum of 2 years experience in a Paraplanner role.
·DipPFS Qualified or close to completing qualification.
·Good overall business knowledge.
·Good interpersonal skills and ability to create a positive impression with clients.
·Exceptional attention to detail and analytical skill.

BENEFITS:

·Working Monday to Friday Full Time ( 37.5 hours Flexi-time)
·£35k-£45k Salary + Benefits
·Company Pension
·Private Healthcare
·Death in service
·Fantastic social events calender.

If this Paraplanner role is for you then please contact Jacob Vagg today on 01788422186/07584307169 or via email on jacob.vagg@accountancyelite.co.uk

SALARY UP TO £45K, FANTASTIC EMPLOYEE BENEFITS & WORKING ENVIRONMENT

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