Paraplanner

Capio Recruitment Financial Planning

Posted 8 hours ago, valid for 8 days

Kidlington, Oxfordshire OX5 2XY

Full Time

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Sonic Summary

The job title is Paraplanner located in Oxford with a hybrid working arrangement.
The salary for this position ranges from £40,000 to £50,000.
Candidates are required to have a minimum of 2 years’ experience in a paraplanning role within a financial planning firm.
Applicants must hold a Level 4 Diploma in Regulated Financial Planning and possess strong communication skills.
The role involves shaping client strategy and collaborating with experienced planners while offering benefits such as professional development support and a bonus structure.

Job Title: ParaplannerLocation: Oxford (Hybrid working)Salary: £40,000 - £50,000

This is an exciting opportunity for a career-driven Paraplanner to join a forward-thinking, independent financial planning firm based in Oxfordshire.

We’re working with a firm that truly values the technical expertise behind great advice. This role offers the chance to be more than just a report writer — you’ll be involved in shaping client strategy, attending meetings, and collaborating closely with experienced planners to build financial plans that matter.

The Required Skills:

2 years’ experience in a paraplanning position within a financial planning firm
Level 4 Diploma qualified in Regulated Financial Planning
Comfortable with technical research and crafting bespoke planning reports
Exposure to key areas such as pensions, investments, protection, and tax planning
Experience with cashflow modelling (experience with Voyant is ideal but not essential)
Strong communication skills and a desire to contribute to positive client outcomes

What’s on Offer:

Hybrid working
Full support towards further qualifications and professional development
25 days holiday + bank holidays
Private medical, life insurance, income protection
Bonus structure and early finish on Fridays

To explore this opportunity in more detail, please get in touch with one of our specialist Financial Planning recruiters at Capio Recruitment.

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