Paraplanner

Technical 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.

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.