shaw gibbs - accountants and business advisers
accountants & business advisers

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Paraplanner - Oxford office

Shaw Gibbs is a leading independent accountancy, corporate finance and financial services practice with over 75 staff and offices in Oxford and London's West End. We have a strong focus on using technology to give our clients insight and information to help them make decisions on how to grow their business and manage their finances. We are growing our Financial Services division in both our Oxford and London office and are currently recruiting for an experienced Paraplanner in our Oxford office.

Our Financial Services Division provides a range of financial planning advice, services and access to products for companies and individuals including pensions, mortgages and life assurance.

The Role

The successful candidate will support the Head of Financial Services and IFA ensuring that they provide a superior financial planning service to individuals, families and small to medium size companies. The Paraplanner is a varied role and will provide lots variety in a friendly firm which has a culture underpinned by continuous learning and improvement. Your core responsibilities will include:

  • Production of reports
  • Conduct of whole market research
  • Adherence to procedures
  • Preparation of pre-meeting/post-meeting material
  • Gathering and analysing information
  • Managing Paraplanner workflow including outsourcing as and when required

The core working hours are 8.45am – 5.15pm with an hour for lunch. We also offer flexible working.

What we can offer you

  • Friendly, supportive & fun team environment
  • A development plan tailored to your personal skills & progression ambitions
  • Competitive salary & flexible benefits package
  • Light and airy, modern offices
  • Holiday trading - buy/sell holiday to fit your lifestyle
  • Online employee retail discount scheme
  • Pension scheme
  • 5 x salary Life Assurance
  • Comprehensive induction to help get you up to speed

About you

You will have at least 3 years’ experience in a similar Paraplanner role and be qualified to diploma level. You must have proven stakeholder management skills within an advisory firm, along with excellent written and spoken English and strong attention to detail.

How to apply

To apply for this vacancy please submit your Covering Letter and CV to

Closing date for applications is Friday 27th July 2018 @ 5pm.

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