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Paraplanner: Craft Client-Focused Financial Plans & Reports

Job in Banbury, Oxfordshire, OX16, England, UK
Listing for: Ellacotts Accountants
Full Time position
Listed on 2026-01-04
Job specializations:
  • Finance & Banking
    Financial Analyst, Financial Reporting
Job Description & How to Apply Below
A finance consultancy firm in Banbury is seeking an Entry-level Paraplanner to support Independent Financial Advisers (IFAs). The role involves preparing detailed financial reports, conducting product research, and ensuring compliance. Candidates should be DipPFS/Level 4 qualified, with at least 2 years of experience in a paraplanner role. Strong Microsoft Office skills and excellent communication are essential. This full-time position offers an opportunity to enhance your financial planning expertise in a supportive environment.
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