Paraplanner

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 and Hybrid working • Excellent holiday allowance. • Strong annual bonus and salary review structure. • Long-term career development and progression opportunities. • CII Exam Support