Paraplanner

Location: Warwickshire

Paraplanner Aylesbury Are you a Diploma 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 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 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-£55,000(depending on experience) Flexible working - 1 day a week in the office 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 Interested?

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.