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Oxford, with Hybrid Remote Work Options

* £35,000 – £45,000

* 25 days annual leave plus additional days between Christmas and New Year

* Full pension package with 15% employer contributions

* Flexibility to work from home 2 days a week

* Additional Perks: On-site parking, supportive and family-oriented culture.

The Burford Recruitment Company is pleased to be working with a respected Chartered Financial Adviser firm to find an experienced Paraplanner to join their Oxford-based team.

Our client is a family-oriented, Chartered Financial Planner firm dedicated to providing top-tier financial planning services to around 200 client families. This role offers an exceptional opportunity for a highly qualified Paraplanner to support financial advisers, assist with investment strategies, and contribute to the firm’s commitment to outstanding client service. Ideal candidates will have a strong understanding of financial products, analytical abilities, and the drive to deliver an impeccable client experience.

Key Responsibilities

Adviser Support & Financial Analysis:

* Collaborate with Advisers to create suitability reports and analyse client financial circumstances.

* Utilise Timeline Tech for cash flow modelling, ensuring accurate and complete client data.

* Participate in the Investment Committee and assist with third-party investment strategy processes.

Research & Compliance:

* Conduct research, compile documentation, and ensure compliance across all support functions.

* Develop and manage workflows within our back-office systems, including Intelligent Office.

Client Relations & Administration:

* Serve as a professional, friendly contact for clients and inquiries by phone, email, and in-person.

* Provide timely, accurate service to clients and advisers, maintaining high service standards.

Key Skills & Experience

* Qualifications: Diploma Level in Financial Planning (Advanced Diploma preferred).

* Experience: Minimum of 2 years in Paraplanning.

* Skills: Proficient knowledge of investment, life, and pension products; strong analytical, administrative, and communication skills.

* Additional: Applications from candidates currently training or newly qualified are welcomed