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

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

Key Requirements

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

What's on Offer

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