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Paraplanner
Job Posted: 9 hours ago
Salary: £ 40,000 - 60,000 / Annum
Job Type: Permanent
Location: Banbury, Oxfordshire
Expire in: a month
Job Description
One of the UK’s fastest-growing independent accounting and business advisory firms.
My client, a leading independent accounting and advisory firm, is seeking an experienced Paraplanner to support their Independent Financial Advisers. The role involves preparing detailed financial reports, conducting product and investment research, and ensuring all recommendations are compliant and tailored to client objectives.
This is an excellent opportunity for a proactive individual to play a key role in delivering high-quality financial advice within a progressive and supportive team.
Responsibilities
• Collaborate with IFAs to understand client goals and develop suitable financial strategies.
• Conduct research on pensions, investments, protection products, and tax planning.
• Prepare cashflow forecasts and draft FCA-compliant suitability reports.
• Liaise with providers for valuations, illustrations, and technical data.
• Ensure client files and documentation meet internal and regulatory standards.
• Maintain compliance records and stay up to date with financial legislation.
• Assist with marketing, business development, and technology initiatives.
Skills and Knowledge
• Strong analytical and problem-solving skills.
• Excellent communication and attention to detail.
• Advanced Microsoft Office skills; experience with Intelligent Office, Fintegrate, and Defaqto.
• Highly organised with the ability to prioritise under pressure.
• Confident in challenging advisers constructively and working collaboratively.
Qualifications and Experience
Essential:
• DipPFS or equivalent Level 4 qualification.
• Minimum 2 years’ experience in a paraplanning role.
Desirable:
• Chartered or Level 6 qualified.
• 3+ years’ experience in a paraplanning role.
Flexible working available.
Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.
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Looking for your next career move? Join a top company hiring Paraplanner job near me in Banbury, Oxfordshire! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!
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