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Financial planner
Senior Paraplanner

Senior Paraplanner

Capio Recruitment Financial Planning

Posted 14 hours ago, valid for 8 days

Kidlington, Oxfordshire OX5 2XY

Full Time

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Sonic Summary

The position is for a Senior Paraplanner located in Oxford with a salary range of £50,000 to £60,000.
Candidates must have a minimum of 5 years of experience in a financial planning paraplanning role.
The role involves crafting bespoke financial advice and supporting client relationships from the start of the client journey.
Applicants should hold a Level 4 Diploma in Regulated Financial Planning, with Chartered status being desirable.
The position offers hybrid working, professional development support, and additional benefits including 25 days of holiday and a bonus structure.

Job Title: Senior ParaplannerLocation: Oxford (Hybrid Working)Salary: £50,000 - £60,000

We’re currently working with a well-established, independent financial planning firm in Oxfordshire that’s looking to hire an experienced Senior Paraplanner within their planning function.

This isn’t your average paraplanning role. If you thrive on shaping long-term strategies, contributing to meaningful financial planning, and want to play a central role in client relationships — this is a standout opportunity.

You’ll be involved from day one of the client journey, working alongside Financial Planners to craft bespoke, values-driven advice. You'll also support ongoing team development and help embed best practices across the paraplanning function.

The Required Skills:

Minimum 5 years’ experience in a financial planning paraplanning role
Level 4 Diploma qualified in Regulated Financial Planning (Chartered Desirable)
Strong technical understanding across pensions, investments, tax planning, and estate planning
Experience using cashflow modelling tools
Confident attending client meetings
Naturally detail-focused and numerate, with a collaborative and forward-thinking mindset
Able to support, mentor, and guide less experienced paraplanners

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 learn more about this opportunity, contact one of our specialist Financial Planning recruiters at Capio Recruitment.

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