Paraplanner

Witney

Up to £50,000+ (DOE)

Are you a technically strong Paraplanner looking to take the next step in your career?

We’re working with a growing, forward-thinking financial planning firm in Witney that’s looking to add a talented Technical Paraplanner to their collaborative and highly regarded team. This is a fantastic opportunity to play a key role in delivering high-quality, holistic advice while continuing to build your technical expertise.

As a Technical Paraplanner, you’ll act as a key support to Financial Planners, working on a wide range of client cases—from straightforward planning to more complex strategies. You’ll be central to the advice process, helping to shape recommendations and ensure clients receive clear, compliant, and well-structured financial plans.

This role is ideal for someone who enjoys problem-solving, thrives on technical detail, and wants to take ownership of their work within a supportive environment.

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• Provide technical support across pensions, investments, and tax planning
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• Prepare detailed suitability reports and client recommendations
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• Build and model holistic financial plans, including cashflow modelling
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• Conduct research and analysis to support advice strategies
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• Assist with complex cases and bespoke planning solutions
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• Respond to technical queries from advisers and clients
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• Support client meetings where required
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• Ensure all work meets regulatory and compliance standards
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• Manage multiple cases and deadlines effectively
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• Level 4 Diploma qualified (minimum)
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• 4–7+ years’ paraplanning experience preferred
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• Strong technical knowledge across pensions, investments, and tax
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• Experience with cashflow modelling tools
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• Excellent report writing and attention to detail
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• Proactive, organised, and able to manage multiple priorities
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• Comfortable working independently and as part of a team
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• Working towards Chartered status (desirable)
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• Salary up to £50,000 (depending on experience)
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• Flexible working options post-probation
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• Generous holiday allowance + option to purchase additional leave
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• Company pension scheme
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• Private medical insurance
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• Life insurance & income protection
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• Ongoing professional development and support towards Chartered status
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• Sabbatical opportunities
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• Regular team events and a supportive culture
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• Free on-site parking
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If you’re looking to join a business that values technical excellence, professional development, and a strong team culture, we’d love to hear from you.

Apply now or get in touch for a confidential discussion.