Paraplanner (Permanent)

1 month ago


Oxford Oxfordshire, United Kingdom Integro Partners Full time

My Client, an award-winning Chartered Financial Planning firm, is seeking an experienced Paraplanner to join their dynamic team. This is a permanent role offering a competitive salary range of GBP(phone number removed) - GBP(phone number removed) with the opportunity for remote working. As a Paraplanner, you will play a crucial role in supporting the director and high net worth clients by preparing suitability reports, conducting technical research, and ensuring compliance with internal and legislative obligations. Key Responsibilities: Prepare suitability reports for a wide variety of advice types Carry out technical and fund research Ensure compliance with company policy and procedures Discuss client objectives with Financial Advisers Liaise with product providers and other third parties effectively Requirements: Experience as a Paraplanner Knowledge of compliance and legislative obligations Effective communication and interpersonal skills Ability to maintain effective relationships with colleagues Proactive approach to enhancing industry and company knowledge Qualifications: Relevant certifications in Paraplanning or Financial Services Demonstrated experience in preparing suitability reports Minimum of 2 years experience as a Paraplanner



  • Oxford, Oxfordshire, United Kingdom Integro Partners Full time

    My Client, an award-winning Chartered Financial Planning firm, is seeking an experienced Paraplanner to join their dynamic team. This is a permanent role offering a competitive salary range of GBP(phone number removed) - GBP(phone number removed) with the opportunity for remote working. As a Paraplanner, you will play a crucial role in supporting the...


  • Oxford, Oxfordshire, United Kingdom Integro Partners Full time

    My Client, an award-winning Chartered Financial Planning firm, is seeking an experienced Paraplanner to join their dynamic team. This is a permanent role offering a competitive salary range of GBP(phone number removed) - GBP(phone number removed) with the opportunity for remote working. As a Paraplanner, you will play a crucial role in supporting the...


  • Cherwell, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full time

    Hybrid – 3 days at home Annual BonusStudy support for Diploma Level 4Quarterly Team Social Events An independent financial advisors based a few miles outside of Banbury, Oxfordshire, are seeking a client focused Paraplanner to provide full Paraplanning support to a team of Financial Advisers. The company pride themselves on their strong company values to...


  • Cherwell, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full time

    Hybrid – 3 days at home Annual BonusStudy support for Diploma Level 4Quarterly Team Social Events An independent financial advisors based a few miles outside of Banbury, Oxfordshire, are seeking a client focused Paraplanner to provide full Paraplanning support to a team of Financial Advisers. The company pride themselves on their strong company values to...


  • Cherwell, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full time

    Hybrid – 3 days at home Annual BonusStudy support for Diploma Level 4Quarterly Team Social Events An independent financial advisors based a few miles outside of Banbury, Oxfordshire, are seeking a client focused Paraplanner to provide full Paraplanning support to a team of Financial Advisers. The company pride themselves on their strong company values to...

  • Paraplanner

    1 month ago


    Oxford Circus, United Kingdom Integro Partners Full time

    My Client, an award-winning Chartered Financial Planning firm, is seeking an experienced Paraplanner to join their dynamic team. This is a permanent role offering a competitive salary range of GBP(phone number removed) - GBP(phone number removed) with the opportunity for remote working. As a Paraplanner, you will play a crucial role in supporting the...

  • Paraplanner

    4 weeks ago


    Oxford Circus, United Kingdom Integro Partners Full time

    My Client, an award-winning Chartered Financial Planning firm, is seeking an experienced Paraplanner to join their dynamic team. This is a permanent role offering a competitive salary range of GBP(phone number removed) - GBP(phone number removed) with the opportunity for remote working. As a Paraplanner, you will play a crucial role in supporting the...


  • West Oxfordshire, Oxfordshire, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Oxford offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...


  • West Oxfordshire, Oxfordshire, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Oxford offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...


  • West Oxfordshire, Oxfordshire, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Oxford offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...


  • West Oxfordshire, Oxfordshire, United Kingdom Recruit Wealth Ltd Full time

    Recruit Wealth are representing one of the UK’s fastest growing, national Financial Planning & Wealth Management businesses who are currently recruiting for several experienced Administrators to join their regional Oxford offices. With over 40 offices nationally, our client is a modern, highly ethical and rewarding employer to work for who can offer...


  • West Oxfordshire, Oxfordshire, United Kingdom The Recruitment Group Full time

    We are working exclusively with a successful wealth management company situated near Witney, who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry. This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing...


  • West Oxfordshire, Oxfordshire, United Kingdom The Recruitment Group Full time

    We are working exclusively with a successful wealth management company situated near Witney, who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry. This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing...


  • West Oxfordshire, Oxfordshire, United Kingdom The Recruitment Group Full time

    We are working exclusively with a successful wealth management company situated near Witney, who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry. This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing...


  • West Oxfordshire, Oxfordshire, United Kingdom The Recruitment Group Full time

    We are working exclusively with a successful wealth management company situated near Witney, who due to expansion are looking to recruit an experienced Administrator with knowledge of the financial services industry. This is a varied and interesting role, that sits within the back-office function of the business to work as part of the existing...


  • West Oxfordshire, Oxfordshire, United Kingdom Retrack Personnel Holdings Limited Full time

    My client is looking to recruit an experienced Administrator, with a proven history, who can work as part of the existing Administrative team supporting Clients, Paraplanners and Financial Planners. This is a varied and interesting role that sits within the back-office function of the business to provide administrative support and liaise with clients of...


  • West Oxfordshire, Oxfordshire, United Kingdom Retrack Personnel Holdings Limited Full time €35,000

    My client is looking to recruit an experienced Administrator, with a proven history, who can work as part of the existing Administrative team supporting Clients, Paraplanners and Financial Planners. This is a varied and interesting role that sits within the back-office function of the business to provide administrative support and liaise with clients of...


  • West Oxfordshire, Oxfordshire, United Kingdom Retrack Personnel Holdings Limited Full time €35,000

    My client in Witney is currently in need of a Technical Administrator due to expansion. My client is looking to recruit an experienced Administrator, with a proven history, who can work as part of the existing Administrative team supporting Clients, Paraplanners and Financial Planners. This is a varied and interesting role that sits within the back-office...


  • West Oxfordshire, Oxfordshire, United Kingdom Retrack Personnel Holdings Limited Full time €35,000

    My client in Witney is currently in need of a Technical Administrator due to expansion. My client is looking to recruit an experienced Administrator, with a proven history, who can work as part of the existing Administrative team supporting Clients, Paraplanners and Financial Planners. This is a varied and interesting role that sits within the back-office...

  • Financial Adviser

    1 month ago


    South Oxfordshire, Oxfordshire, United Kingdom The Burford Recruitment Company Ltd Full time

    Annual and quarterly bonus Study support towards Chartered status Serval social events throughout the year 25 days holiday The Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their expanding...