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Paraplanner
Job Summary
Advertiser
Salary / Rate
Posted
Hughes Recruits
£40,000 - £60,000
28th February 2026
Location
Start Date
Oxfordshire
Type
Job Sector
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Accountancy, Financial, Banking & Insurance
Paraplanner Salary: £40,000 – £60,000 Join an ambitious, forward‑thinking financial planning firm where your expertise will directly shape the quality of advice delivered to clients. As our Paraplanner, you’ll be the analytical engine behind our advisers—helping craft tailored, compliant, high‑quality financial plans. The Opportunity As a Paraplanner, you’ll prepare detailed suitability reports, conduct product and investment research, and ensure every recommendation is accurate, compliant, and client‑centric. You will be a key quality controller in the advice process and should feel confident challenging advisers where appropriate. Key Responsibilities • Collaborate with IFAs to understand client objectives and build tailored financial strategies. • Conduct research on pensions, investments, protection products, and tax planning. • Prepare detailed cashflow forecasts for client meetings. • Draft comprehensive and compliant suitability reports. • Liaise with product providers for…
