Paraplanner

Technical Paraplanner Witney Up to £50,000+ (DOE) Are you a technically strong Paraplanner looking to take the next step in your career? We’re working with a growing, forward-thinking financial planning firm in Witney that’s looking to add a talented Technical Paraplanner to their collaborative and highly regarded team. This is a fantastic opportunity to play a key role in delivering high-quality, holistic advice while continuing to build your technical expertise. The OpportunityAs a Technical Paraplanner, you’ll act as a key support to Financial Planners, working on a wide range of client cases—from straightforward planning to more complex strategies. You’ll be central to the advice process, helping to shape recommendations and ensure clients receive clear, compliant, and well-structured financial plans. This role is ideal for someone who enjoys problem-solving, thrives on technical detail, and wants to take ownership of their work within a supportive environment. Key Responsibilities • Provide technical support across pensions, investments, and tax planning • Prepare detailed suitability reports and client recommendations • Build and model holistic financial plans, including cashflow modelling • Conduct research and analysis to support advice strategies • Assist with complex cases and bespoke planning solutions • Respond to technical queries from advisers and clients • Support client meetings where required • Ensure all work meets regulatory and compliance standards • Manage multiple cases and deadlines effectively About You • Level 4 Diploma qualified (minimum) • 4–7+ years’ paraplanning experience preferred • Strong technical knowledge across pensions, investments, and tax • Experience with cashflow modelling tools • Excellent report writing and attention to detail • Proactive, organised, and able to manage multiple priorities • Comfortable working independently and as part of a team • Working towards Chartered status (desirable) What’s on Offer • Salary up to £50,000 (depending on experience) • Flexible working options post-probation • Generous holiday allowance + option to purchase additional leave • Company pension scheme • Private medical insurance • Life insurance & income protection • Ongoing professional development and support towards Chartered status • Sabbatical opportunities • Regular team events and a supportive culture • Free on-site parking Interested?If you’re looking to join a business that values technical excellence, professional development, and a strong team culture, we’d love to hear from you. Apply now or get in touch for a confidential discussion.