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Paraplanner
Job Summary
Advertiser
Salary / Rate
Posted
Third Nexus Group Limited
£40,000 - £60,000
28th February 2026
Location
Start Date
Oxfordshire
Type
Job Sector
permanent
Accountancy, Financial, Banking & Insurance
Paraplanner Banbury Perm Up to £60,000pa Purpose of the Role As a Paraplanner, you will play a pivotal role in supporting our Independent Financial Advisers by preparing detailed financial reports, conducting product and investment research, and ensuring all recommendations are compliant and tailored to client needs. You will be the analytical backbone of the advice process, helping deliver high-quality, client-centric financial planning. You will act as a quality controller and should feel comfortable challenging advisers if you feel a more appropriate solution is available for a client. Key Responsibilities * Adviser Collaboration: Work closely with IFAs to understand client objectives and develop appropriate financial strategies. * Research & Analysis: Conduct in-depth research on pensions, investments, protection products, and tax planning solutions. * Cashflow Forecasting: Preparing cashflow forecasts to be used in meetings with clients. * Suitability Reports: Draft comprehensive…
