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- Tasks: Collaborate with Financial Planners to create tailored financial strategies and attend client meetings.
- Company: Independent financial planning firm known for holistic, lifestyle-based financial planning.
- Benefits: Competitive salary, bonus scheme, 25 days holiday, private medical insurance, and flexible working.
- Why this job: Make a real difference in clients' lives while refining your technical skills in a supportive team.
- Qualifications: 5+ years paraplanning experience and Diploma in Financial Planning or equivalent.
- Other info: Enjoy early finish Fridays and ongoing training opportunities in a dynamic work environment.
The predicted salary is between 50000 - 60000 £ 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.
About the Role
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.
About the company
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.
- Working closely with the team to design smart, personalised plans as new clients come on board.
- Helping review work and giving 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.
Senior Paraplanner - Witney employer: Blakemore Recruitment
Contact Detail:
Blakemore Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Paraplanner - Witney
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial planning industry. Attend local events, join relevant online groups, and don’t be shy about reaching out to potential colleagues or mentors. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to meet with potential employers, be ready to discuss your experience in detail. Bring examples of your work, especially those that highlight your strategic thinking and client engagement. This is your time to shine!
✨Tip Number 3
Be proactive! If you see a company you’re interested in, don’t wait for them to post a job. Reach out directly through our website, express your interest, and share how you can contribute to their team. It shows initiative and could set you apart from other candidates.
✨Tip Number 4
Follow up after interviews! A quick thank-you email can go a long way. It not only shows your appreciation but also keeps you fresh in their minds. Mention something specific from your conversation to remind them why you’re the perfect fit for the role.
We think you need these skills to ace Senior Paraplanner - Witney
Some tips for your application 🫡
Show Your Passion for Strategy: When writing your application, let your enthusiasm for strategic thinking shine through. Share examples of how you've engaged with clients and contributed to building financial plans that truly make a difference.
Highlight Your Experience: Make sure to detail your paraplanning experience, especially any hands-on involvement in client strategy development. We want to see how your background aligns with the role and how you can bring value to our team.
Be Personable: Since this role involves client engagement, it’s important to convey your communication skills. Use a friendly tone in your application and share instances where you've built strong relationships with clients or colleagues.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity to join our collaborative planning team.
How to prepare for a job interview at Blakemore Recruitment
✨Know Your Stuff
Make sure you brush up on your technical knowledge, especially in areas like pensions, investments, and tax. The company is looking for someone with a solid understanding of financial strategies, so be prepared to discuss how you've applied this knowledge in real client scenarios.
✨Show Your Strategic Thinking
Since this role is all about strategy, think of examples where you've contributed to building tailored financial plans. Be ready to explain your thought process and how you engage with clients to translate their goals into actionable strategies.
✨Be a People Person
Communication is key! Practice how you'll build rapport with clients and team members. Think of times when you've successfully managed client relationships or collaborated with colleagues to achieve a common goal. This will show that you're not just about the numbers but also about the people.
✨Prepare Questions
Have a few thoughtful questions ready to ask at the end of the interview. This shows your genuine interest in the role and the company. You might want to ask about their approach to client engagement or how they support ongoing training and development for their paraplanners.
