Vacancy: Paraplanner
22 September 21  /  News

We are looking for an individual, who wants to make a positive impact in people’s lives, has a desire to be part of a team that support hundreds of families and is driven by the best outcome for our people.

Our ideal candidate would need to be organized, with a desire to problem solve and loves to ask questions  and be inquisitive. Blended with a passion for improvement, the profession and to positively impact peoples  lives. We would expect the candidate to be comfortable with clients, the team environment and come  equipped with the empathy to support their colleagues and clients. 

Salary: £35-50,000 (dependant on experience) + full support with on-going professional training and development + plus benefits including generous company pension + bonus + 25 days holiday + bank holidays + early finish Friday + life insurance + income protection benefit + private medical insurance + regular team building days + free parking + employee discount benefits + flexible working.
Home Working and Flexibility:  We are happy to facilitate a degree of home working and will also consider flexible or part-time working arrangements for the right candidate.  

The Role:  I am recruiting an experienced Paraplanner on behalf of Mathews Comfort Ltd, a leading Financial Planning firm, based in North Leigh, Oxfordshire (OX29).   The successful Paraplanner will work alongside the Financial Planners, attending client meetings as required and using cashflow forecasting to deliver a highly personalised holistic financial planning service to a wide range of clients.  The ideal candidate will be highly technical and adept at building financial plans, strategies and explaining clients’ complex situations in a simple manner.

We are happy to either consider candidates who are currently Paraplanning and are keen to progress towards advising in the future OR candidates who are career Paraplanners and happy to remain in a technical support role.  

The Company:  Mathews Comfort are a well-established firm of independent lifestyle financial planners, with offices near Witney, Oxfordshire and in Reading.  They have a build a reputation for delivering the highest level of service and expert advice, making a meaningful difference to their clients’ lives.  Their vision is to become an award-winning financial planning firm within the next 3-5 years and be seen as gamechangers for the financial planning profession.

Paraplanner, Responsibilities:

  • Work alongside Financial Planners to deliver a highly personalised holistic financial planning service, focused on improving all client outcomes and ensuring client needs are met to an exceptional standard.
  • Undertake technical research, compile financial planning recommendations and implement solutions.
  • Analyse portfolios, benchmarking, rebalancing and on-going portfolio maintenance.
  • Prepare for and attend client meetings as required with Financial Planners, developing relationships with clients and acting as first port of call for client queries.
  • Analyse client data and prepare cash flow analyses (using Voyant)
  • Liaise with product providers and other third parties.
  • Provide the best level of customer experience, keeping in regular communication with clients, by telephone, email and letter.
  • Delegate tasks effectively to the administrative support team, ensuring the highest levels of client service are delivered.
  • Ensure all regulatory and compliance standards are met.
  • Contribute to the ongoing development of best practice within the business.

Paraplanner, Skills and Experience:

  • A minimum of 12 months experience in a similar role.
  • Diploma in Financial Planning (Dip PFS) – highly preferable
  • Preferably working towards, or keen to work towards, becoming a Chartered Financial Planner (support with this will be provided).
  • Good knowledge and experience of all areas of financial planning – investment portfolio management, pensions, taxation, protection, estate planning etc.
  • A strong relationship builder and collaborative team player with a caring and quality focused, customer centric approach.
  • Intelligent with a strong technology and mathematical aptitude and excellent attention to detail.
  • The ability to manage workflow effectively.
  • Preferably – experience of, or keen to learn, cash flow modelling (Voyant)
  • Preferably - experience of dealing with complex financial planning or high net worth clients.

The successful Paraplanner will enjoy a highly rewarding career, working for a progressive company who invest in, value and reward their staff.

Dawn O’Shea is a recruitment partner, recruiting the Paraplanner directly on behalf of Mathews Comfort so NO AGENCIES PLEASE.  If you are successful in being short-listed, you will be contacted by telephone in the first instance to discuss the role and your requirements in more detail.

Dawn O'Shea
CV Elite Ltd
07779 108112

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