Paraplanner
Location: Banbury, Oxfordshire (2 days per week working from home after probationary period).
Salary: £4060K plus excellent benefits package.
Our client is a leading firm of Chartered Accountants with a growing Independent Financial Advisory (IFA) practice. They are now seeking a skilled Paraplanner to join their team in Banbury. This is an exciting opportunity to contribute to a collaborative, client-focused financial planning environment committed to delivering bespoke, compliant advice.
Key Requirements
We are seeking a detail-oriented and analytical Paraplanner who can deliver high-quality, compliant reports and support Independent Financial Advisers across a wide range of planning needs.
Essential skills and attributes:
* Level 4 Diploma qualified (DipPFS or equivalent)
* Minimum of 2 years' experience in a paraplanning role
* In-depth understanding of financial planning products (pensions, investments, protection, tax planning)
* Strong experience in preparing cashflow forecasts and suitability reports
* Excellent communication skills, with the confidence to challenge Advisers constructively when required
* Strong organisational and administrative skills, with a meticulous attention to detail
* Ability to work both independently and collaboratively across teams
* Proficient in Microsoft Office and industry tools such as Intelligent Office, Fintegrate, and Defaqto
* Excellent telephone manner and professional interpersonal skills
Desirable:
* Chartered Financial Planner (Level 6) qualification
* Over 3 years experience in a paraplanning position
Role & Responsibilities
You will play a key role in supporting the firms Financial Advisers by producing tailored recommendations, undertaking technical analysis, and helping maintain a seamless client journey from research to implementation.
Core responsibilities include:
* Collaborating with Independent Financial Advisers (IFAs) to understand client needs and objectives
* Conducting detailed research and analysis of pensions, investments, protection products, and tax solutions
* Preparing accurate and insightful cashflow models for client meetings
* Drafting suitability reports in line with FCA regulations and internal compliance frameworks
* Managing client documentation, including obtaining provider illustrations, valuations, and technical data
* Preparing and updating client files, ensuring all information is compliant and up to date
* Supporting Advisers with meeting agendas, documentation, and post-meeting action items
* Maintaining accurate audit trails and supporting internal compliance procedures
* Providing administrative support across the financial planning process when needed
Additional Responsibilities
* Assisting with marketing activities and preparation of promotional materials
* Contributing to the business development and growth of the IFA division
* Supporting the adoption of technology and AI in a secure and productive manner
* Taking on other relevant tasks as needed within a flexible, evolving environment
This is a fantastic opportunity for a professional Paraplanner to join a trusted, forward-thinking firm where your input will shape the client experience and contribute to long-term financial outcomes.
If youre passionate about financial planning and ready to bring your technical knowledge to a growing team, wed love to hear from you.
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