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:
1. Level 4 Diploma qualified (DipPFS or equivalent)
2. Minimum of 2 years' experience in a paraplanning role
3. In-depth understanding of financial planning products (pensions, investments, protection, tax planning)
4. Strong experience in preparing cashflow forecasts and suitability reports
5. Excellent communication skills, with the confidence to challenge Advisers constructively when required
6. Strong organisational and administrative skills, with a meticulous attention to d...