Paraplanner

Job Title: Paraplanner

Location: Banbury

Sector: Financial Planning

Salary: Negotiable

About the Company

An established and reputable financial planning and wealth management firm, known for delivering high-quality advice and investment solutions to private clients. The business promotes a culture of professionalism, integrity, and long-term client relationships.

The Opportunity

A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. You would be supporting the director and another financial planner and you will play a key role in supporting the these planners through report writing, technical research, and cash-flow modelling.

There is a good benefits package along with an opportunity to progress to an advisor position in the near future, if desired.

Key Responsibilities

• Produce and package financial reports for a variety of Pensions, and Investment products.
• Create and compile reports, illustrations and fund research.
• Answer technical queries and liaise with clients as and when needed.
• Perform cash flow modelling and maintain up-to-date knowledge of products and platforms.
• Attend client Meetings with the financial planner on occasion

About You

Qualifications & Experience:

• Diploma qualified (Desireable)
• Previous experience as a Paraplanner. (Essential)
• Strong understanding of financial products, platforms, and compliance requirements.

Skills & Attributes:

• Excellent communication and time management skills.
• Strong problem-solving abilities and attention to detail.
• Able to work independently and collaboratively within the Paraplanning team.
• Technically competent with Microsoft programs, and ideally experience with Intelligent Office or FE Analytics.
• Familiarity with platforms such as Quilter, Aviva, M&G, and Aegon ARC is desirable.

Some of the Benefits

• Strong Holiday Allowance
• Exam Support
• Enhanced Maternity Pay
• Death in Service
• 5% pension
• Healthcare Plan
• Progression to an advisory position, if desired