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Job Title: Senior Paraplanner
Location: Hybrid / Oxfordshire-based office (with flexible working)
Salary: Up to £50,000 + bonus + benefits
About The Business
Our client is a growing independent financial planning firm with a strong reputation for providing highly personalised advice to private clients, business owners, and professionals. As a close-knit, values-driven team, they pride themselves on exceptional service and technical expertise. With client relationships built on trust and integrity, they offer a modern, flexible working environment, a collaborative culture, and genuine opportunities for progression.
The Opportunity
We’re looking for a confident and technically strong Senior Paraplanner to join the growing team. Working closely with a number of Chartered Advisers, you’ll play a key role in the advice process—researching complex cases, preparing detailed reports, and contributing to strategy discussions.
This is an ideal role for a Diploma-qualified (ideally Chartered or working towards) Paraplanner who thrives in a high-quality, client-focused environment. You’ll have a voice in shaping our clients advice process and mentoring junior team members as they expand.
What You’ll Be Doing
- Conduct detailed technical research across pensions, investments, tax and estate planning
- Write clear, compliant suitability reports for HNW individuals and business owners
- Collaborate closely with Advisers on client strategies and annual reviews
- Maintain accurate records using Intelligent Office (iO)
- Provide quality oversight and guidance to junior Paraplanners/Administrators
- Stay up to date with legislation, regulatory changes, and market developments
What We’re Looking For
- Level 4 Diploma in Financial Planning (essential)
- Progress toward Chartered status is highly desirable
- Ideally holding 5 years’ experience in a Paraplanning role
- Strong technical knowledge of pensions, investments, tax wrappers, and trusts
- Experience using iO or similar back-office systems
- Excellent written and verbal communication skills
- A proactive, detail-oriented mindset and a genuine passion for financial planning
What’s in It for You?
- Salary up to £50,000 (DOE) + discretionary bonus
- Hybrid working (2-3 days from home)
- 25 days holiday + bank holidays + opportunity to buy an additional 3 days!
- Support toward Chartered status
- A supportive and forward-thinking culture with scope to influence how we grow
- Pensions Contribution
- Income Protection / Life Cover
Apply Now
If you’re a skilled Paraplanner ready to take the next step in a firm that values quality over quantity, we’d love to hear from you. Click "Apply Now" or reach out confidentially to learn more.
