Paraplanner

Technical Paraplanner

Witney

Salary £50,000-£60,000

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<...