This is a key role for a candidate who has either achieved or is nearing their DipPFS and has a minimum of 2+ years in a paraplanner role. Candidates should live within an easy commute of Banbury and owing to the nature of the wrok, some out of hours work in the office will be required.

The purpose of the role is to support the Financial Adviser to enable them to focus on the client relationship, providing input to the creation of solutions for the client using their expertise and experience. Acting as a quality controller, the paraplanner should feel comfortable to challenge advisers if they feel a more appropriate solution is available for a client.

Working within the wealth department of this successful practice, responsibilities will be as follows:


  • Adherence to laid down procedures
  • Preparation of pre-meeting material for adviser
  • Receiving post meeting debriefing from adviser and creating a plan of action showing timescales and task responsibilities
  • Obtaining information relating to a client’s existing plans
  • Analysis of clients existing position and potential solutions
  • Discussion with adviser relating to suitable solutions for clients
  • Researching all likely solutions and gathering evidence for justification of recommendations
  • Preparation of cash-flow ready for the client meeting
  • Preparation of pre-meeting material including comparisons of the alternative solutions, supporting material, pre-population of forms
  • Preparation of suitability reports
  • General communication with the client, providers and other third parties
  • Amending proposals as required
  • Project chasing to ensure action plans are fully completed on time and in a compliant manner
  • Ensuring that all required documentation is in place and that checklists have been properly completed
  • Checking final documents and implementation to ensure that they match with the recommendations and client expectations
  • Maintain accurate records throughout including paper and electronic versions as appropriate
  • Client servicing, including correspondence, reports, research, obtaining information and analysis
  • Maintaining individual skills and knowledge by undertaking a programme of CPD
  • Preparation of materials and making arrangements in support of the marketing effort
  • Active input to the general business development of the firm
  • Other relevant and reasonable duties that might arise from time-to-time

Critical Skills Required:

  • Fully computer literate, including excellent Microsoft Office skills
  • Understanding of in house systems such as Intelligent Office, Selecta Pension, Morning Star Adviser Workstation, Defaqto
  • Excellent telephone manner with good interpersonal and communication skills
  • Ability to work alone and communicate well with others
  • Ability to work under pressure and prioritise work effective and efficiently
  • Flexible attitude to work patterns
  • Excellent organisation and administrative skills
  • Accurate data inputting skills and eye for detail
  • Ability to use initiative in terms of decision making

Personal Skills required:

  • Very strong presence
  • Excellent communication skills
  • Quickly builds rapport and trust
  • Highly confidential
  • Attention to detail
  • Resilient and energetic
  • Achiever and self-motivated, deliverer
  • Organised
  • Creative
  • Analytical - quick thinker

Excellent benefits and working environment.

Please note that no terminology in this advert is intended to discriminate on the grounds of a person's gender, marital status, race, religion, colour, age, disability or sexual orientation. Every candidate will be assessed only in accordance with their merits, qualifications and abilities to perform the duties of the job.

Salary range
35000-45000per annum
Contract type
Reference number