Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Join our team as a Paraplanner, supporting Financial Planners and managing client queries.
- Company: We're a respected financial planning firm in Witney, known for exceptional service and expert advice.
- Benefits: Enjoy 25 days holiday, early finishes on Fridays, and full support for professional development.
- Why this job: Be part of a collaborative culture that helps clients achieve meaningful financial goals.
- Qualifications: No specific qualifications mentioned; enthusiasm and willingness to learn are key!
- Other info: Regular team-building days and employee discounts make this a fun place to work.
The predicted salary is between 36000 - 60000 £ per year.
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 (OX29) 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 …
Paraplanner employer: The Burford Recruitment Company
Contact Detail:
The Burford Recruitment Company Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Paraplanner
✨Tip Number 1
Familiarize yourself with the financial planning industry and the specific services offered by our firm. Understanding our approach to client relationships and financial strategies will help you stand out during interviews.
✨Tip Number 2
Network with professionals in the financial planning sector, especially those who work as Paraplanners. Engaging with industry peers can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 3
Stay updated on regulatory changes and compliance standards relevant to financial planning. Demonstrating your knowledge of these areas will show that you are proactive and committed to maintaining high professional standards.
✨Tip Number 4
Prepare to discuss your experience with technical research and data analysis during the interview. Highlight specific examples where you've successfully developed financial strategies or managed investment portfolios.
We think you need these skills to ace Paraplanner
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Paraplanner position. Understand the key responsibilities and required skills, so you can tailor your application to highlight relevant experiences.
Highlight Relevant Experience: In your CV and cover letter, emphasize any previous experience in financial planning or paraplanning. Use specific examples that demonstrate your ability to conduct technical research, analyze client data, and manage investment portfolios.
Showcase Your Skills: Clearly outline your skills related to client communication, compliance standards, and collaboration with teams. Mention any software or tools you are proficient in that are relevant to the role.
Personalize Your Application: Address your cover letter to the hiring manager if possible, and express your enthusiasm for the company and the role. Mention why you want to work for this particular firm and how you align with their values.
How to prepare for a job interview at The Burford Recruitment Company
✨Show Your Technical Knowledge
As a Paraplanner, you'll need to demonstrate your understanding of financial planning concepts. Be prepared to discuss specific strategies you've used in the past and how they benefited clients.
✨Highlight Your Communication Skills
Since you'll be the first point of contact for client queries, it's crucial to showcase your ability to communicate complex information clearly. Practice explaining financial concepts in simple terms.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills. Think of examples where you had to analyze client data or develop financial strategies, and be ready to walk through your thought process.
✨Research the Company Culture
Understanding the firm's values and culture can help you align your answers with what they are looking for. Familiarize yourself with their approach to client service and team collaboration.
