Paraplanner

Paraplanner, Oxford

Hybrid work after probation

Salary: Up to £50,000

This role is ideal for experienced and confident Paraplanners who are already Level 4 qualified and have strong report writing skills. You’ll be working closely with the lead adviser and play a central part in preparing and reviewing key client documents. If you're looking to stay in a technical role with the option of moving into advice later (though there’s no pressure to), this opportunity offers professional growth and meaningful work in a supportive, down-to-earth environment.

The Business

This is a well-established smaller sized financial advisory practice based in North Oxford. Known for its personalised service and commitment to long-term client relationships, the business provides holistic advice across a range of areas including investments, pensions, and more specialist solutions like EIS and VCTs. The close-knit team values collaboration, high standards, and doing the right thing for clients. While the firm is busy and professional, it also has a flexible, people-first ethos. They are looking to expand and the first step on that journey is getting a qualified paraplanner in place.

The Role

Working directly with the lead adviser, your primary responsibility will be crafting accurate and compliant reports. You’ll be involved in prepping advice records, post-review documentation, and ensuring suitability reports are in order — often using an auto-generated SL system, which you’ll then refine, check, and format as needed. You’ll also be expected to challenge and question advice where necessary — this is a collaborative relationship, and your insight is valued. You’ll mainly be office-based at first, working Monday to Friday, 9am-5pm. After probation, there’s flexibility to work up to 2 days per week from home.

Benefits

• Up to £50,000 depending on experience
• Hybrid working: Office-based until probation completion, then 1-2 days remote per week
• 25 days plus bank holidays, with an extra day per year of service (capped at 30)
• Additional time off: Birthday off and a designated mental health day
• Pension scheme

How to Apply

If this sounds of interest, please click the apply button and we will get in touch asap. The interview process is expected to include an initial call followed by in-person discussions to assess both your technical fit and team compatibility.