Paraplanner (Full or Part Qualified)

Paraplanner – Up to £40,000 DOE

A high successful financial advisory and wealth management consultancy based in East Oxfordshire are seeking a full or part qualified Paraplanner to join their busy and growing team.

The Paraplanner

As a Paraplanner, you will be expected to support the specialist Financial Advisors with any research and analysis they require to meet the needs of their clients. This will also involve you preparing financial plans and suitability reports for clients, working closely with your team to meet agreed targets. You will also be required to follow strict compliance guidelines and ensure the business meets strict professional standards.

The Ideal Candidate

To be considered for this Paraplanner position, you will ideally have previous experience assisting a Financial Advisor or something similar. You will have a good awareness of the financial services sector and be able to provide insightful research and analysis.

What’s On Offer

The salary on offer for this position is between £30,000 and £40,000 per annum, dependent on experience. This is a full-time position working Monday to Friday. There are also other generous benefits on offer.


Please note, only successful applicants will be contacted and 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.

Job Summary

Job Title Paraplanner (Full or Part Qualified)
Location Thame
Job Type Permanent
Salary £40k
Last Updated 20/02/2018
Reference SF39341
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