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? Hybrid-3 days at home ? Annual Bonus ? Study support for CII Diploma Level 4 ? Quarterly Team Social Events An independent Financial Advisers 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 include integrity, respect and professionalism, and have created a positive, inclusive office culture. Based at their office near Banbury, you will be part of a team of 7 Paraplanners that ensure positive client relations are built and maintained through the provision of a professional and efficient service. This role could be well suited to a Financial Planning Administrator, Trainee Paraplanner looking to progress their career! Key Responsibilities: Attend client meetings as required with the Advisor and taking away all post meeting tasks such as suitability reports; post review reports; new business reporting etc. Gather accurate information about client policies to prepare and review documents for Pension and Investment Clients. Data capture and analysis to ensure IFAs have relevant information to meet their clients' varying needs. Dealing with general queries from clients, by telephone and email. Occasional client visits with an Adviser Skills & experience: Previous Financial services experience Experience working as a Paraplanner would be preferable Proactive/ innovative Ability to remain calm whilst working to tight deadlines. Quality driven with consistent attention to detail Own transport is essential. If you looking to progress your career in Financial Planning and live within a commutable distance to OX17, and you have the skills and experience a role like this requires, please apply today!