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- Tasks: Join a dynamic team to create impactful financial strategies and engage directly with clients.
- Company: An independent financial planning firm dedicated to holistic, lifestyle-based financial solutions.
- Benefits: Enjoy a competitive salary, bonus scheme, 25 days holiday, and flexible working options.
- Why this job: Be part of a collaborative environment that values your input and fosters professional growth.
- Qualifications: 5+ years of paraplanning experience and a Diploma in Financial Planning required.
- Other info: Opportunity for ongoing training and exam support to enhance your skills.
The predicted salary is between 42000 - 84000 £ per year.
We are currently recruiting for a Financial Planning firm local to Witney who are looking to recruit an experienced Senior Paraplanner to join their team.
They are looking for an experienced paraplanner with a passion for strategy. If you're excited by strategic thinking, client engagement, and building detailed, goal-driven financial plans, this is the role for you. This is not a report-writing role hidden behind spreadsheets and templates. You’ll be an integral part of the client planning process from the start, working closely with Financial Planners, contributing directly to strategy, attending client meetings, and helping shape life-changing outcomes for the clients.
The company is an independent financial planning firm based just outside Witney. They are known for their truly holistic, lifestyle-based financial planning, and they pride themselves on making a genuine difference in their clients’ lives. They believe that great paraplanning is a career, not a stepping stone. That’s why they're investing in someone who wants to refine their technical skills, drive client strategy, and become a vital part of a collaborative planning team.
Responsibilities
- Collaborate closely with Financial Planners to build tailored financial strategies and planning solutions.
- Attend client meetings and help translate their goals into robust financial strategies and cashflow plans.
- Carry out deep technical research, product analysis, and portfolio review work.
- Prepare accurate and meaningful cashflow forecasts using Voyant, and help shape strategic recommendations.
- Be a trusted point of contact for clients - answering questions, building relationships, and ensuring a seamless planning experience.
- Work closely with the team to design smart, personalised plans as new clients come on board.
- Help review work and give helpful feedback to support junior team members.
- Work with our support team to ensure plans are implemented smoothly and efficiently.
- Contribute to ongoing innovation and best-practice development within the planning team.
What They are Looking For
- Minimum 5 years paraplanning experience with a track record of hands-on involvement in building client strategies.
- Diploma in Financial Planning (DipPFS) or equivalent.
- In-depth technical knowledge across key planning areas - pensions, investments, tax, protection, estate planning, etc, with the ability to apply it to client scenarios.
- Competent in using cashflow modelling tools - ideally Voyant.
- Excellent communicator - able to build rapport with clients and team members alike.
- A sharp eye for detail, strong numeracy, and a proactive, solutions-focused mindset.
- Someone who takes pride in delivering outstanding advice and outcomes, not just outputs.
The Perks
- Competitive salary (£50 - 60k DOE)
- Bonus scheme
- 25 days holiday + bank holidays
- Early finish Fridays
- Private medical insurance
- Life insurance income protection
- Company pension scheme
- Ongoing training & full exam support
Flexible Working
They offer hybrid working, with the option to work up to two days per week from home (after successfully completing probation). However, they are a client-first firm, and flexibility is key — so there may be times when being in the office or attending client meetings takes priority. They trust their team to be responsive to client needs while maintaining a healthy work-life balance.
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner
✨Tip Number 1
Familiarise yourself with the specific financial planning tools mentioned in the job description, particularly Voyant. Being able to demonstrate your proficiency with this software during interviews will show that you're ready to hit the ground running.
✨Tip Number 2
Highlight your experience in client engagement and strategic thinking. Prepare examples of how you've successfully collaborated with Financial Planners in the past, as this role emphasises teamwork and direct involvement in client planning.
✨Tip Number 3
Research the company’s approach to holistic financial planning. Understanding their philosophy and being able to discuss how your values align with theirs can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your technical knowledge across key planning areas such as pensions, investments, and tax. Be ready to provide insights on how you've applied this knowledge in real-world scenarios to build effective client strategies.
We think you need these skills to ace Senior Paraplanner
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Senior Paraplanner position. Highlight your experience in building client strategies and your technical knowledge in financial planning.
Tailor Your CV: Customise your CV to reflect your relevant experience, particularly focusing on your paraplanning background, client engagement skills, and any specific tools like Voyant that you are proficient in.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for strategic thinking and client engagement. Use specific examples from your past experiences to demonstrate how you can contribute to the company's holistic approach to financial planning.
Showcase Your Communication Skills: In your application, emphasise your ability to build rapport with clients and team members. Consider including examples of how you've successfully communicated complex financial concepts in the past.
How to prepare for a job interview at Blakemore Recruitment
✨Showcase Your Strategic Thinking
Since the role focuses on strategic planning, be prepared to discuss your approach to developing financial strategies. Share specific examples of how you've successfully engaged clients and translated their goals into actionable plans.
✨Demonstrate Technical Knowledge
Brush up on your technical knowledge across key planning areas such as pensions, investments, and tax. Be ready to discuss how you’ve applied this knowledge in real client scenarios, as this will show your depth of understanding.
✨Highlight Communication Skills
As a Senior Paraplanner, you'll need to build rapport with clients and team members. Prepare to share examples of how you've effectively communicated complex information in a way that clients can understand and appreciate.
✨Prepare for Client Engagement Scenarios
Since attending client meetings is a key part of the role, think about how you would handle various client scenarios. Be ready to discuss how you would address client questions and ensure a seamless planning experience.