Paraplanner
other jobs Blakemore Recruitment
Added before 7 Days
- England,South East,Oxfordshire
- Full Time, Permanent
- £50,000 per annum
Job Description:
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.
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.
Job number 3582103
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metapel
Company Details:
Blakemore Recruitment
Company size: 5–9 employees
Industry: Financial Services
The founding Partners of Blakemore Recruitment have an extensive background specifically within Financial Services Recruitment and have worked both in...