Paraplanner - The Burford Recruitment Company : Job Details

• A Unique Opportunity to Shape the Role
• 15% employer pension contributions
• Flexible working with 2 days from home per week
• Supportive and family-oriented culture

The Burford Recruitment Company is proud to partner with a respected Chartered Financial Planning firm to find their first dedicated Paraplanner. Based in Oxford, this is an exciting chance to join a family-focused practice and take ownership of the paraplanning function, contributing directly to the firm’s continued success.

With approximately 200 valued client families, our client is dedicated to delivering bespoke, high-quality financial planning advice. This standalone role offers a unique opportunity to work autonomously, collaborate closely with advisers, and make the role your own while benefiting from a friendly and supportive environment.

Key Responsibilities

Shape the Paraplanning Function

• Work closely with advisers to deliver comprehensive financial analysis and tailored suitability reports.
• Lead the development of workflows and processes, including managing the firm’s back-office systems (Intelligent Office).

Support Adviser and Client Success

• Conduct research, compile recommendations, and ensure FCA compliance across all operations.
• Provide an approachable and professional point of contact for clients, ensuring outstanding service delivery.

Contribute to Investment Strategy

• Participate in the Investment Committee and assist with the development of third-party investment strategies.
• Utilise TimelineTech for accurate cash flow modelling and client data analysis.

Key Skills & Experience

• Diploma in Financial Planning (working toward Advanced Diploma preferred).
• At least 2 years’ experience in Paraplanning, with strong knowledge of investment, pension, and life products.
• Exceptional analytical, administrative, and communication skills.

Whether you’re an experienced Paraplanner or just starting out and eager to progress, this is a rare opportunity to shape a pivotal role within a forward-thinking financial planning firm.