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FINTEC recruit is looking to recruit a Paraplanner for our client based in Banbury, Oxfordshire.

This is a permanent position with a salary of £30k - £40k depending on experience.

As a Paraplanner you will support the Financial Advisers as well as provide quality control.

Role and Responsibilities:

  • Adherence to procedures

  • Preparation of pre meeting/post meeting material

  • Gathering and Analyzing information

  • Researching all likely solutions and gathering evidence

  • Preparation of cash-flow

  • Amending proposals

  • Checking final documents and implementation

  • Maintaining accurate records

  • Client servicing, including correspondence, reports, research, obtaining information and analysis

  • Maintaining individual skills and knowledge by undertaking a program of CPD

  • Preparation of materials and making arrangements in support of the marketing effort

  • Active input to the general business development of the firm


  • Desired - Advanced Diploma, Chartered Financial Planner, Certified Financial

  • Planner, STEP

  • Experience within an IFA firm

  • Extensive IT skills - Word, Excel, Email, Outlook, Prestwood

  • Excellent communication skills

  • Analytical

  • Attention to detail

  • Good listening skills

  • Willingness to learn

  • Excellent time management and organizational skills

  • Ability to work under own initiative and also to follow instructions

  • Ability to challenge advisers and providers

Please click on apply or send your CV directly to our team and quote Ref: FT2479

FINTEC recruit specialize in Finance, Engineering, Technical, Legal and Business Support roles for permanent and contract positions, UK and International.