Paraplanner

Job Title Paraplanner

Location: Chipping Norton (Hybrid)

Salary: Competitive, dependent on experience

An established and reputable independent financial planning firm is seeking an experienced Paraplanner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does.

The firm specialises in providing client-centric solutions across retirement planning, investments, financial protection and IHT cases.

The Role

A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. Reporting to the Paraplanning Team Leader, you will play a key role in supporting the senior planners through report writing, technical research, and cash-flow modelling.

Key Responsibilities

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• Prepare suitability reports, cashflow models, and technical research to support Financial Planners.
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• Conduct detailed research on pensions, investments, and protection solutions.
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• Ensure all documentation meets FCA regulatory requirements and internal compliance standards.
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• Liaise closely with advisers to ensure accurate and timely client recommendations.
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• Support continuous improvement of paraplanning processes and workflows.
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Key Requirements

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• Experience as a Paraplanner within an IFA or wealth management firm.
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• Level 4 Diploma in Financial Planning
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• Strong technical knowledge of pensions, investments, and protection products.
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• High level of accuracy and attention to detail.
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• Strong written and verbal communication skills.
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What’s on Offer

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• Opportunity to join a stable, growing and well-regarded financial planning firm
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• Flexible working arrangements and Hybrid working
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• Excellent holiday allowance.
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• Strong annual bonus and salary review structure.
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• Long-term career development and progression opportunities.
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• CII Exam Support
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