- North Leigh, Oxfordshire
- £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 Assistant to join their busy team and to assist in providing administrative and technical support to Paraplanners within the business.
Duties will include:
- 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.
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.
Other key skills include:
- Analytical thinking, with the ability to understand a situation and derive an intelligent and thoughtful response;
- An excellent standard of written and verbal communication, delivered professionally, with attention to detail;
- The ability to empathise and build strong relationships with clients, colleagues, strategic partners and third-party providers;
- Strong communication skills to deliver excellent customer service to clients and third parties by telephone and email; an ability to convey technical details to a non-technical audience;
- The ability to ensure that data is recorded within internal systems, to maintain accuracy and compliance;
- Good working knowledge of Intelligent Office, 7IM and Transact would be beneficial;
Additional Benefits include:
- Full support with ongoing professional training and development
- Generous company pension
- Company bonus
- Life insurance
- Income protection
- Private medical insurance
- Regular team building days
- Free parking
- Employee discount benefits
To discuss Technical Assistant jobs in North Leigh or other Financial Services jobs in the Cotswolds, or to advertise a Technical Assistant vacancy in the Oxfordshire area or around the Cotswolds,
contact one of our specialist consultants
If this is not the perfect job for you then please visit our vacancies page to search for more:
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Alternatively, you can register online in under 60 seconds. When you register online you can specify your job search preferences, such as your minimum salary expectation, maximum commute, hours you wish to work, sectors you wish to work in etc, to ensure you are only contacted about the vacancies that you may be interested in.
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To discuss jobs in [Location] or other [Sector] jobs in the Cotswolds, or to advertise a vacancy in [location] area or around the Cotswolds,
contact one of our specialist consultants
If this is not the perfect job for you then please visit our vacancies page to search for more:
SEE MORE VACANCIES
Alternatively, you can register online in under 60 seconds. When you register online you can specify your job search preferences, such as your minimum salary expectation, maximum commute, hours you wish to work, sectors you wish to work in etc, to ensure you are only contacted about the vacancies that you may be interested in.
REGISTER ONLINE
https://www.burfordrecruitment.co.uk/financial-services/
