Paraplanner

Paraplanner –

Location:

Oxfordshire

Service Care Solutions are recruiting for an experienced Paraplanner to join a growing Independent Financial Advice firm. This is a pivotal role within the business, acting as the analytical backbone of the advice process. You will support IFAs by preparing detailed financial reports, conducting product and investment research, and ensuring all recommendations are compliant, suitable, and tailored to client needs.

The successful candidate will act as a quality controller within the firm and should feel confident challenging advisers where a more appropriate client solution may be available.

Location:

Oxfordshire

Contract:

Permanent
Salary: £40,000 – £60,000 per annum

Start Date:

Flexible

• Work closely with IFAs to understand client objectives and develop appropriate financial strategies.
• Conduct in-depth research on pensions, investments, protection products, and tax planning solutions.
• Prepare cashflow forecasts to be used in meetings with clients.
• Draft comprehensive suitability reports and financial planning recommendations in line with FCA regulations.
• Communicate with product providers to gather illustrations, valuations, and technical data.
• Ensure all client documentation is complete, accurate, and compliant with internal and regulatory standards.
• Help prepare agendas, documentation, and follow‑up actions for client meetings.
• Assist in maintaining audit trails and ensuring all advice meets regulatory and internal compliance standards.
• Stay up to date with financial legislation, market trends, and product developments.
• Provide general administrative support as required.

• DipPFS/Level 4 Diploma Qualified.
• Strong experience working in a Paraplanner role within Financial Services.
• In‑depth knowledge of Financial Planning and financial services products.
• Experience drafting suitability reports and preparing cashflow forecasts.
• Understanding of in‑house systems such as Intelligent Office, Fintegrate, Defaqto.

Contact Greg at Service Care Solutions on (phone number removed) or email (url removed). Service Care Solutions also offers a £250 referral bonus!