Paraplanner - Hybrid working

JR United Kingdom; Oxford; Hybrid; GBP 40,000 - 50,000; Full time

Job summary

A leading financial planning firm seeks an experienced Paraplanner to join their supportive team. You will prepare suitability reports, conduct financial research, and collaborate closely with financial planners to deliver tailored solutions. This role offers a competitive salary of up to £50,000, hybrid working, and excellent benefits in a collaborative environment.

Benefits

Generous holiday

Pension scheme

Private medical cover

Flexibility in working from home or office

Opportunities for professional development

Qualifications

• Experience in a Paraplanning role within a financial planning or wealth management environment.
• Proven experience and strong technical knowledge required.

Responsibilities

• Prepare accurate and compliant suitability reports and financial planning recommendations.
• Conduct research across pensions, investments, tax planning and protection.
• Assist in the development of financial strategies and planning solutions.

Skills

Technical knowledge across pensions

Investments

Tax planning

Written communication

Analytical skills

Organizational skills

Attention to detail

Education

Level 4 Diploma in Financial Planning

Job description

Social network you want to login/join with:

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Client:

mbf

Location:

oxford district, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

1

Posted:

06.06.2025

Expiry Date:

21.07.2025

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Job Description:

Are you an experienced Paraplanner looking to join a forward-thinking, supportive, and highly professional financial planning team? This is an exciting opportunity to become part of a growing and well-respected organisation that is committed to delivering high-quality, client-focused financial advice.

You will be joining a thriving financial planning division within a larger, long-established professional services firm that has a strong presence across the South West. The business is known for its collaborative working culture, long-term client relationships, and commitment to employee development and wellbeing.

The Role

As an experienced Paraplanner, you will play a key role in supporting financial planners by preparing detailed and compliant reports, conducting research and analysis, and helping to deliver tailored financial planning solutions to clients. You will work closely with advisers and administrators as part of a close-knit, professional team that values integrity, technical excellence, and client care.

Key Responsibilities

• Prepare accurate and compliant suitability reports and financial planning recommendations
• Conduct research across pensions, investments, tax planning and protection
• Assist in the development of financial strategies and planning solutions
• Liaise with financial planners to ensure client objectives are fully understood
• Keep up to date with industry regulations and changes

About You

• Level 4 Diploma qualified (or working towards completion)
• Proven experience in a Paraplanning role within a financial planning or wealth management environment
• Strong technical knowledge across pensions, investments, and tax planning
• Excellent written communication and analytical skills
• Highly organised, with strong attention to detail

What’s on Offer

• Basic salary up to £50,000 (depending on experience)
• Discretionary bonus
• Excellent company benefits including generous holiday, pension scheme, and private medical cover
• Hybrid working with flexibility: choose between 3 days in the office and 2 from home, or 2 days in the office and 3 from home
• Supportive and inclusive company culture with opportunities for professional development

This is a fantastic opportunity for an experienced Paraplanner who is looking to join a reputable and stable firm with a strong team ethos, modern working practices, and genuine opportunities to grow.