At a Glance
- Tasks: Support Financial Planners with client cases and deliver high-quality financial advice.
- Company: Forward-thinking financial planning firm in Witney with a collaborative culture.
- Benefits: Salary up to £50,000, flexible working, generous holiday, and professional development support.
- Other info: Enjoy regular team events and opportunities for career growth.
- Why this job: Join a supportive team and enhance your technical expertise while making a real impact.
- Qualifications: Level 4 Diploma and 4-7+ years of paraplanning experience preferred.
The predicted salary is between 39600 - 48400 £ per year.
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
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.
Paraplanner in Witney employer: Blakemore Recruitment Careers
Join a dynamic and forward-thinking financial planning firm in Witney, where your technical expertise as a Paraplanner will be highly valued. With a strong emphasis on professional development, flexible working options, and a supportive team culture, this is an excellent opportunity to enhance your career while contributing to high-quality client outcomes. Enjoy generous benefits including a competitive salary, private medical insurance, and opportunities for sabbaticals, all within a collaborative environment that fosters growth and innovation.
Contact Details:
Blakemore Recruitment Careers Recruitment Team
