295 jobs found

Support 3 Advisers Work with HNW & UHNW Clients Exceptional Technical Development Are you an experienced Level 4 qualified Paraplanner looking to step into a role where your technical ability is genuinely valued, developed and invested in? Do you want to work for a market-leading independent IFA with a reputation for excellence and a client base of high-net-worth and ultra-high-net-worth individuals ? My client is a highly respected, fully independent wealth management firm in London who are expanding their Paraplanning team following an internal promotion. With a Senior Paraplanner moving into an Adviser role, they are now seeking a confident, capable Paraplanner to join a well-structured pod supporting three Advisers , working closely alongside an experienced Financial Administrator. Why This Role Stands Out Genuine technical mentorship - you'll work directly with a highly technical senior figure who is known for elevating the skill set of every Paraplanner who joins the team. Clear progression pathways - whether you want to become a Senior Paraplanner or move toward advice in the future, this firm actively supports long-term career development. High-quality work - exposure to complex planning across investments, pensions, tax planning, trusts and bespoke wealth strategies for HNW/UHNW clients. Hybrid working - 3 days in the office during probation, then 2 days in the office thereafter. What They're Looking For Level 4 Diploma qualified (essential) 18 months to 2 years of current Paraplanning experience - this is not a hybrid admin/paraplanning role; they want someone already operating confidently at Paraplanner level Strong technical understanding across pensions, investments and holistic financial planning Someone who thrives in a collaborative pod structure and enjoys being a key support to multiple Advisers A proactive, detail-driven individual who takes pride in producing high-quality, compliant, client-focused work The Package £45,000-£47,000 (flexibility for someone with 3 years' strong Paraplanning experience) Discretionary bonus Full study support for further qualifications Hybrid working after probation Opportunity to work with one of London's most respected independent firms If you're a Paraplanner who wants to grow, be challenged, and work at a genuinely high technical level, this is the role that will take your career up a gear. To discuss further, please send your cv to Ursula at Financial Divisions

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth. You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success. As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status. Key aspects of this Paraplanner role include: • Preparing suitability reports and conducting detailed research • Supporting financial advisers with new and existing client work • Producing and interpreting cashflow modelling • Working to deadlines within a busy environment • Collaborating with colleagues across multiple offices via Teams This Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal if you want to develop your career within a forward thinking environment. Paraplanner Requirements • Essential: Diploma in Financial Planning • Essential: Proven Paraplanner experience within financial services • Essential: Cashflow modelling experience • Desirable: Experience with IO or similar systems • Desirable: Exposure to different financial planning software tools The Company This established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment. Paraplanner Benefits • Salary £40,000 to £50,000 (depending on experience) • Hybrid working, typically 3 days office and 2 days home • 25 days annual leave (plus birthday off) • Option to purchase additional holiday • Discretionary Christmas bonus • Death in service benefit • Structured progression and support towards Chartered status Location Roles available across: Ashford Frimley Battle Hadleigh Bognor Regis Sunningdale Ongar Colchester You should be within a reasonable commute to one of these locations. If this Paraplanner job sounds like the right next step for your career, apply now and take the next step in a growing and ambitious business. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Financial Services Admin / Trainee Paraplanner Boutique Wealth Management Practice Cheshire Are you currently working in Financial Services and looking to take the next step in your career? Perhaps you're working in Financial Planning Administration, Sales Support, Client Services, Compliance, or a similar role and are keen to move into Paraplanning? Our client, a highly respected boutique wealth management firm in Cheshire, is looking for an ambitious individual to join their team and develop into a Paraplanner. Why this opportunity? This is more than just a job move-it's a genuine career development opportunity. You'll receive hands-on training, mentoring from experienced professionals, and support towards achieving your professional qualifications. Study support and development opportunities are available for candidates working towards, or keen to begin, their Level 4 Diploma. What you'll be doing Supporting the Financial Planners and Paraplanning team Conducting research across pensions, investments and protection products Assisting with suitability reports and client recommendations Preparing client review packs and documentation Developing your technical knowledge and financial planning expertise Learning the skills required to become a successful Paraplanner What we're looking for Experience within Financial Services, such as: Financial Planning Administration Sales Support Client Services Compliance Wealth Management Support A genuine interest in financial planning and technical advice Strong attention to detail and analytical skills A proactive, positive, can-do attitude Excellent communication skills A desire to learn, develop and progress your career What's on offer? Competitive salary and benefits package Study support towards Level 4 Diploma qualifications Structured career progression into Paraplanning Flexible working options Supportive and collaborative team environment The opportunity to join a growing boutique firm where your contribution is valued If you're ready to move beyond administration or support and build a long-term career in financial planning, we'd love to hear from you. Apply today or get in touch for a confidential conversation.

Are you an experienced Self Employed Financial Advisor looking for your next opportunity with a supportive and successful wealth management firm? This Self Employed Financial Advisor job offers the autonomy you value alongside the backing of an established practice. Our client is a thriving Managing Partner Practice with a strong track record of success. They're seeking a Self Employed Financial Advisor to join their growing team and contribute to their continued expansion. This Self Employed Financial Advisor role provides you with the flexibility to work from home whilst having access to excellent office facilities in Harrogate should you wish to use them. As a Self Employed Financial Advisor, you'll benefit from: • The freedom to manage your own client relationships and diary • Access to a bank of clients provided by the practice • Support from experienced advisors and a dedicated paraplanning team • A professional, collaborative culture where staff development is highly valued • The flexibility of home-based working with office space available when needed The practice has built an excellent reputation and maintains a strong support infrastructure, including multiple paraplanners who work directly with advisors to ensure seamless client service delivery. Self Employed Financial Advisor Requirements Essential: • Minimum two years' experience as a Financial Advisor • Ability to bring an existing client bank • Located within one hour of Harrogate Desirable: • Experience within a Managing Partner Practice environment The Company Our client is a well-established and successful Managing Partner Practice known for their supportive culture and commitment to staff development. With multiple experienced advisors and a strong support team, they've created an environment where professionals thrive and clients receive exceptional service. Self Employed Financial Advisor Benefits • Self-employed arrangement with flexible terms • Home-based working with office facilities available in Harrogate • Access to provided client bank • Support from dedicated paraplanning team • Collaborative working environment Location This role is nationwide role, with flexibility to work from the Harrogate office when required. If you're an experienced Self Employed Financial Advisor ready to take the next step in your career with a supportive and successful practice, we'd love to hear from you. Apply today to find out more about this exciting opportunity. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information.

If you're a detail-driven paraplanning professional who loves turning complex financial information into clear, client-ready advice, this role will feel like home. Join a forward-thinking wealth management firm where your technical expertise, curiosity, and commitment to high-quality planning genuinely matter. The Opportunity You'll work closely with experienced Wealth Planners, providing the technical backbone that ensures clients receive robust, compliant, and personalised financial planning. This is a paraplanning-focused role with meaningful client interaction, ideal for someone who enjoys both the analytical and human sides of financial advice. What You'll Be Doing Producing high-quality suitability reports across pensions, investments, and holistic financial planning Building and maintaining detailed cashflow models (Voyant & CashCalc) Supporting planners with preparation for client meetings, including reviews and follow-up actions Managing fee reconciliation, business processing, and maintaining accurate client records Ensuring all work meets FCA standards, with strong awareness of Consumer Duty requirements Using Xplan CRM (experience beneficial but not essential) Collaborating with the Paraplanning Team Leader and wider advice team What You'll Bring Level 4 Diploma qualified (CII or IFS) 2+ years' experience in a paraplanning or technical support role Strong cashflow planning capability Excellent written communication and report-writing skills Confident with MS Office, especially Word, Excel, PowerPoint, and Teams A proactive mindset and commitment to delivering exceptional client outcomes Why This Role Stands Out Salary up to £45,000 Hybrid working for a balanced lifestyle A supportive, modern environment where paraplanning is valued as a profession Exposure to high-quality advice, interesting cases, and ongoing development If you're ready to take the next step in your paraplanning career and want to be part of a team that genuinely values your expertise, this could be the perfect move.

Our client is one the leading Chartered Wealth Management firms in the UK and we have worked closely with them for over 10 years, placing nearly 40 people with them in that time. They have grown organically consistently, more than trebling the size of the business. Due to the recent promotion of a Senor Paraplanner we placed with them, who is now going to be taking over the clients from the retiring Adviser they have been supporting, they are now looking for a diploma qualified level 4 Paraplanner to put on the same path We always describe this client in one word "career" so if you are looking for just another job, then please do not apply. You will be working closely with high billing Advisers, providing end to end Paraplanning support and once you are up to speed, you will be attending meetings with clients that come into their very impressive and newly refurbished City based office. You will also take an active part in the product research and recommendation meetings with the clients and ideally presenting the Voyant cashflow modelling back to clients at follow up meetings. If you have gained some basic exposure to cashflow modelling, our client is happy to train you up, so you feel confident in presenting this back to clients The role has the added advantage of being supported by a Paraplanning Manager who is one of the most technically competent Paraplanners that we have not only worked with, but help secure their current role at this firm. Full on the job training and support will be provided, along with a truely collegiate working environment, working alongside other career driven people, who are always happy to help support other members of the team. If you are looking for a genuine career move, then our client would like to talk to you. They offer flexible working and once you are up and running, they offer the flexibility to work 2 or 3 days from home. Full study support, a generous bonus and benefits package are also on offer, along with company and team building events and social gatherings. To be eligible for this role, you will need to be at least level 4 diploma qualified and have 2 plus years of practical Paraplanning experience.

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth. You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success. As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status. Key aspects of this Paraplanner role include: • Preparing suitability reports and conducting detailed research • Supporting financial advisers with new and existing client work • Producing and interpreting cashflow modelling • Working to deadlines within a busy environment • Collaborating with colleagues across multiple offices via Teams This Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal if you want to develop your career within a forward thinking environment. Paraplanner Requirements • Essential: Diploma in Financial Planning • Essential: Proven Paraplanner experience within financial services • Essential: Cashflow modelling experience • Desirable: Experience with IO or similar systems • Desirable: Exposure to different financial planning software tools The Company This established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment. Paraplanner Benefits • Salary £40,000 to £50,000 (depending on experience) • Hybrid working, typically 3 days office and 2 days home • 25 days annual leave (plus birthday off) • Option to purchase additional holiday • Discretionary Christmas bonus • Death in service benefit • Structured progression and support towards Chartered status Location Roles available across: Ashford Frimley Battle Hadleigh Bognor Regis Sunningdale Ongar Colchester You should be within a reasonable commute to one of these locations. If this Paraplanner job sounds like the right next step for your career, apply now and take the next step in a growing and ambitious business. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth click apply for full job details

We are currently working on an exciting opportunity for a Senior Pension Administrator to join a large and growing organisation where you'll be part of a friendly and successful Pensions Administration team who take pride in delivering high-quality work for our clients, and you'll play a key role in upholding those standards. As a Senior Pensions Administrator, you will: Calculate member benefit entitlements accurately and efficiently Respond to queries from a range of stakeholders, including clients and scheme members Prepare and compile information and documentation as require We're looking for someone who brings Previous experience in a similar role, either with a third-party administrator or within an in-house occupational pension scheme Strong experience working with Defined Benefit (DB) pension schemes A proven track record of delivering outstanding customer service Excellent written and verbal communication skills Strong numeracy skills with exceptional attention to detail In return you will be rewarded with a comprehensive and competitive benefits package, including: Competitive salary with a discretionary annual bonus 25 days' holiday plus bank holidays, with the option to purchase additional leave Flexible working options, including hybrid/remote arrangements and family-friendly policies A strong focus on work-life balance, supported by a comprehensive wellbeing programme Generous pension scheme Please quote 52437 when calling Sarah at Alexander Lloyd or email them at . This is only one of many vacancies we are handling, Alexander Lloyd is a specialist within Financial Services recruitment. Areas of expertise include Employee Benefits, Compliance, Pensions, Group Risk, Paraplanners, Sales Support, T&C etc.Due to the high amount of interest that we receive for each of our roles unfortunately we cannot respond to each individual application. individually, therefore if you do not hear back from one of our consultants you have not been shortlisted for this role. Please continue to check our website for any other roles which may be of interest.

Paraplanner (Level 4 Diploma Qualified) Location: Thames Ditton Salary: Up to £50,000 (dependent on experience) + bonus & benefits A highly regarded and fast-growing Independent Financial Planning firm is seeking an experienced Paraplanner to join its established technical team. This is an excellent opportunity for a Level 4 qualified professional to work closely with Financial Advisers on a wide range of complex and high-net-worth client cases. The successful candidate will play a key role in supporting advisers through detailed financial analysis, research and the preparation of high-quality suitability reports. This position offers exposure to complex financial planning scenarios and the opportunity to develop within a collaborative and professional environment. Key Responsibilities Analyse client information including fact finds, existing records and adviser meeting notes Conduct detailed financial analysis including cashflow modelling, pension and investment research, and inheritance tax planning Support advisers in preparation for client meetings and reviews Analyse existing client portfolios and identify planning opportunities Research financial products and providers to support appropriate recommendations Prepare comprehensive suitability reports including investments, pension transfers, drawdown, protection and IHT planning Attend client meetings alongside Financial Advisers when required Work closely with internal teams to ensure efficient processing and submission of business Keep up to date with regulatory developments and ensure compliance with industry standards Maintain relationships with product providers and platforms Contribute to internal investment discussions and committee activity Requirements Minimum Level 4 Diploma in Financial Planning (essential) At least 2 years' experience in a Paraplanning role within an IFA or Wealth Management firm Strong technical knowledge across investments, pensions, tax allowances, protection, trusts and IHT planning Experience using back-office systems such as Intelliflo , wrap platforms, FE Analytics and cashflow planning software Excellent attention to detail with strong written and verbal communication skills Professional, organised and solution-focused approach Strong team player able to work collaboratively within a technical team Based locally or within a reasonable commuting distance of Woking What's on Offer Salary up to £50,000 (negotiable depending on experience) 25 days holiday + bank holidays Company pension Discretionary annual bonus Death in service (3x salary) Ongoing career development and support with further qualifications Friendly, professional and sociable office environment If you are a technically strong Paraplanner looking to join a growing and highly respected financial planning firm, this role offers an excellent platform for long-term career development. Apply today to find out more.

HOT OFF THE PRESS - BRAND NEW ROLE TODAY Paraplanner vacancy City of London - Chartered IFA firm Working with HNW & UHNW clients - £1m on average Up to £48k basic salary plus benefits 2 years of solid paraplanning required as a minimum 3 days in the office per week Working in a pod with 3 established advisers My client are a Chartered independent wealth planning firm with offices in the City of London (nearest Tube is Moorgate) who I have met and placed several members of staff with. I have met the Directors on multiple occasions and got to know their business very well. They offer whole of market financial advice to HNW retirees, accumulators, local families and SME owners based across the UK totalling £4bn AUM. They have ambitions to grow the business to £8bn and double their advisers from 50 - 100. Due to an internal promotion to an adviser role, the Paraplanning Manager is seeking a technically strong Paraplanner who is level 4 qualified and has 2 solid years of experience working within a whole of market advice firm. You will be working in a pod of 3 advisers who look after clients with £500k to £1m of assets on average but with the top clients holding £5m+. You will be comfortable with writing technical reports on pensions, investments, IHT, trusts, cashflow modelling, estate planning amongst other areas. Full study support will be offered towards your Chartered exams. If this role sounds of interest or any other roles I am working on please get in touch.

Thrive Trowbridge are delighted to be working with a growing financial planning practice who are looking to recruit a Financial Services Administrator to support to join their vibrant team on a permanent basis. What you will be doing: Supporting the Paraplanners and Advisors, you will collate and organise client policy information click apply for full job details

Head of Client Services Lead the engine room of a growing, boutique Chartered wealth firm Location: Bradford-on-Avon, Wiltshire Salary: Up to £60,000 The opportunity We're working with a boutique, Chartered, high-net-worth financial planning firm on a clear upward trajectory - growing, acquiring practices and investing in new technology. They need a Head of Client Services to lead their operations and act as the "glue" between the advice, technology, HR and leadership teams. It's two opportunities in one: a step up for an ambitious senior paraplanner ready for leadership - or a strategic move for an established client services or operations leader who wants real autonomy. The role is structured to support that step. Why it stands out M&A integration is part of the role - deal-adjacent exposure most operational roles never get near. A seat at the firm's tech transformation: client app, document portal, digital signatures, AI and compliance tools. Real breadth and seniority - you'll influence the whole business, not one function. A clear route up: shadow the HR Director for 6-12 months, then report directly to the MD. Premium, boutique clients and a genuine "business owner" culture, with full backing for your qualifications. The role You'll lead and develop the administration, platform and client relations teams to deliver an outstanding, consistent client experience. Day to day, you'll: Lead the teams - set standards, manage capacity and support recruitment, training and reviews. Own the client lifecycle via the practice management system (Plannr): onboarding, review packs, communications and data. Run platform administration - submissions, withdrawals, transfers and project work (e.g. PP to ISA, Bond to ISA & CGT). Drive process improvement, KPIs and automation across the teams. Support compliance in practice - Consumer Duty, GDPR, T&C and file standards. Set the front-of-house and office standard. Over time, you'll take on strategic work: integrating acquired firms, rolling out proposition changes and supporting new technology. What you'll bring Strong knowledge of the IFA / wealth client lifecycle and platform administration - ideally from a paraplanning, client services or operations role. Either proven people leadership, or the clear potential and appetite to lead. A process-improver who's comfortable with new technology. A sound understanding of compliance (Consumer Duty, GDPR). A genuine "business owner" mindset - high ownership, high standards, collaborative with people.

This Paraplanner job offers you the opportunity to join a highly active and expanding financial planning business where your work will have immediate impact. As a Paraplanner, you will support advisers by delivering high quality research, report writing and cashflow modelling, helping the business manage increasing demand and ongoing growth. You will play a key part in reducing backlog and improving adviser capacity, working with a collaborative team that values communication and shared success. As a Paraplanner, you will handle core cases while developing your technical knowledge, and you will have access to structured progression pathways including support towards Chartered status. Key aspects of this Paraplanner role include: • Preparing suitability reports and conducting detailed research • Supporting financial advisers with new and existing client work • Producing and interpreting cashflow modelling • Working to deadlines within a busy environment • Collaborating with colleagues across multiple offices via Teams This Paraplanner job offers strong exposure to growth, acquisitions and evolving processes, making it ideal if you want to develop your career within a forward thinking environment. Paraplanner Requirements • Essential: Diploma in Financial Planning • Essential: Proven Paraplanner experience within financial services • Essential: Cashflow modelling experience • Desirable: Experience with IO or similar systems • Desirable: Exposure to different financial planning software tools The Company This established and growing financial planning firm is expanding rapidly through both organic growth and acquisitions. They are investing heavily in their people, systems and structure, creating clear career pathways and a supportive team environment. Paraplanner Benefits • Salary £40,000 to £50,000 (depending on experience) • Hybrid working, typically 3 days office and 2 days home • 25 days annual leave (plus birthday off) • Option to purchase additional holiday • Discretionary Christmas bonus • Death in service benefit • Structured progression and support towards Chartered status Location Roles available across Ashford , Frimley, Battle, Hadleigh, Bognor Regis. You should be within a reasonable commute to one of these locations. If this Paraplanner job sounds like the right next step for your career, apply now and take the next step in a growing and ambitious business. Liability and Disclaimer Whilst Premier Jobs UK uses all reasonable efforts to ensure the information contained in our adverts including any salary, benefits or on target earnings are accurate, we give no representation or warranty in respect of such information. No liability is accepted by Premier Jobs UK for any loss or damage which may arise out of any person relying on or using any information

Paraplanner (Level 4 Qualified) Hertford Full-time £50,000 - £60,000 + Excellent Benefits We are currently working with a well-established, client-focused financial planning firm based in Hertford to recruit an experienced Paraplanner to join their growing team. This is an excellent opportunity for a technically strong and ethically driven individual who is looking to play a key role in supporting advisers within a collaborative and professional environment. The Role As a Paraplanner, you will work closely with the firm's advisers, providing comprehensive technical support across a broad range of financial planning areas. Responsibilities will include: Conducting detailed research to support client recommendations Performing tax calculations across various planning scenarios Preparing high-quality, fully compliant suitability reports (beyond standard cases such as Bed & ISA and fund switches) Supporting advisers across pensions, investments, and inheritance tax planning Contributing to the ongoing development of client strategies This role requires someone who can work independently while also being an integral part of a close-knit team. About You Level 4 Diploma qualified (essential) Proven experience in a paraplanning role within financial services Strong technical knowledge across pensions, investments, and tax planning High ethical standards and attention to detail Ability to manage workload independently and meet deadlines Team-oriented mindset with excellent communication skills Technical skills: Proficient in Intelligent Office (essential) Experienced with FE Analytics (essential) Familiarity with Genovo (preferred) The Firm Boutique financial planning firm with 4 advisers Expertise across pensions, investments, inheritance tax planning, and employee benefits Clients include private individuals, limited companies, and charities Business generated exclusively through referrals and professional connections Salary & Benefits Basic salary: £50,000 - £60,000 (dependent on experience) Christmas bonus Tax-free bonuses up to £3,600 per annum via Employee Ownership Trust 7% employer pension contributions (band earnings) Group life assurance Income protection scheme Working Arrangement Office based in Hertford Hybrid working available (typically 1 day per week from home) During the first 6 months, a stronger office presence is expected to support onboarding and integration Apply Now If you are an experienced Paraplanner looking to join a supportive and highly regarded firm where your expertise will be valued, we would love to hear from you.

Technical Paraplanner Witney Salary £50,000-£55,000 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. The Opportunity 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. Key Responsibilities Provide technical support across pensions, investments, and tax planning Prepare detailed suitability reports and client recommendations Build and model holistic financial plans, including cashflow modelling Conduct research and analysis to support advice strategies Assist with complex cases and bespoke planning solutions Respond to technical queries from advisers and clients Support client meetings where required Ensure all work meets regulatory and compliance standards Manage multiple cases and deadlines effectively About You Level 4 Diploma qualified (minimum) 4-7+ years' paraplanning experience preferred Strong technical knowledge across pensions, investments, and tax Experience with cashflow modelling tools Excellent report writing and attention to detail Proactive, organised, and able to manage multiple priorities Comfortable working independently and as part of a team Working towards Chartered status (desirable) What's on Offer Salary up to £50,000 (depending on experience) Flexible working options post-probation Generous holiday allowance + option to purchase additional leave Company pension scheme Private medical insurance Life insurance & income protection Ongoing professional development and support towards Chartered status Sabbatical opportunities Regular team events and a supportive culture Free on-site parking Interested? 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.