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
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
…