Paraplanner - Kidlington

James Phillip Financial Recruitment
18 Mar 2017
17 Apr 2017
Contract Type
Full Time

James Phillip Financial Recruitment have just taken on a new client, highly successful IFA practice. They are now seeking a Paraplanner (minimum 2 years) to provide assistance to their senior consultants in achieving new business targets through researching and preparing sales literature

The successful candidate will be ideally Diploma qualified or working towards. The brokerage is happy to pay for any relevant exam study material.


  • Assessing of files following client meetings.
  • Establish client objectives.
  • Liaise with Advisers, Administrators and Managers.
  • Production of quality, accurate, compliant letters, analysis, reports and summary sheets.
  • Analyse existing financial products. Research and recommendations with full audit trail.
  • Report Writing, preparation of suitability letters, including preparation of spreadsheets.
  • Processing new business, including inputting onto our back office system Intelligent Office.

Ideal candidate will:

  • Providing extensive administrative and technical support to the advisors
  • Excellent communicator, organised, knowledgeable and technically minded

Salary based on experience and qualifications.

You will have energy, enthusiasm and drive, and be highly motivated. You will be joining a successful but solid company who offer excellent opportunities to progress your career.

Great office with every employee counting.

Paraplanner, paraplanning, senior paraplanner, technical analyst.