Paraplanning Support Assistant

Nr Witney (Transport required) £23,000 -£28,000 pa Hybrid Working Early finish Friday Company Bonus The Burford Recruitment Company are delighted to be working with a leading Wealth Management Company to find a Paraplanning Support Assistant to join their busy team and to assist in providing administrative and technical support to Paraplanners within the business. Ideally, you will have previous experience working in financial planning or wealth management but a keen ambitious candidate who is looking to get into the industry may also be considered. Duties: Supporting the Paraplanner(s) in research and analysis to meet Client needs and objectives Supporting the Paraplanner(s) in the implementation of new business Developing and maintaining internal relationships to help maintain business flow and meet agreed targets Contributing to the smooth running of the technical administrative function within the business Promoting the profile of the business within the profession and wider communities Continuous professional development to meet regulatory requirements and personal development needs Ensuring that any business conducted is done in a responsible and compliant manner, meeting all legislative requirements, both internally and externally. Skills/Experience required: Ideally previous ex…