Senior Paraplanner

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.