Paraplanner

A fantastic opportunity has arisen for an experienced Paraplanner to join a well-established and highly regarded financial planning firm based in Oxford. This is an excellent opportunity to become part of a collaborative, professional and forward-thinking business that places genuine value on both its employees and clients.

The firm has built a strong reputation within the wealth management space and continues to grow through quality advice, long‑term relationships and a supportive working culture.

The Role

Working closely with Financial Planners, Administrators and fellow Paraplanners, you will play a key role in delivering a high‑quality financial planning service to an established and loyal client base.

This is a varied and technical role offering exposure to complex cases, financial planning strategies and ongoing adviser support.

Key responsibilities include:

• Analysing client circumstances, objectives and risk profiles
• Conducting pension, investment and protection research
• Reviewing existing arrangements and suitable recommendations
• Preparing suitability reports and recommendation letters
• Supporting advisers with annual reviews and client meetings
• Assisting with technical queries and case progression
• Maintaining accurate client records and compliance documentation
• Keeping up to date with regulatory and industry developments

About You

• Previous experience working within a Paraplanning role
• Level 4 Diploma qualified (or working towards)
• Strong technical knowledge across pensions and investments
• Excellent report writing and communication skills
• Strong organisational skills and attention to detail
• Able to manage multiple priorities effectively
• Professional, proactive and team‑oriented approach

Salary & Benefits

• Competitive salary depending on experience
• Hybrid working with flexibility around office attendance
• Generous annual leave entitlement plus bank holidays
• Employer pension contribution
• Ongoing professional development and exam support
• Group life assurance and additional wellbeing benefits
• Strong work/life balance and supportive team culture
• Genuine long‑term career progression opportunities

To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on  or elli