Technical Paraplanner

Witney

Salary £50,000-£60,000

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 Opportunity

As 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.