Paraplanner
All the relevant skills, qualifications and experience that a successful applicant will need are listed in the following description.
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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