Job Title: Senior Paraplanner
Location: Hybrid / Oxfordshire-based office (with flexible working)
Salary: Up to £50,000 + bonus + benefits

THE OPPORTUNITY

We’re looking for a confident and technically strong Senior Paraplanner to join the growing team. Working closely with a number of Chartered Advisers, you’ll play a key role in the advice process—researching complex cases, preparing detailed reports, and contributing to strategy discussions.
This is an ideal role for a Diploma-qualified (ideally Chartered or working towards) Paraplanner who thrives in a high-quality, client-focused environment. You’ll have a voice in shaping our clients advice process and mentoring junior team members as they expand.

• Conduct detailed technical research across pensions, investments, tax and estate planning
• Write clear, compliant suitability reports for HNW individuals and business owners
• Collaborate closely with Advisers on client strategies and annual reviews
• Maintain accurate records using Intelligent Office (iO)
• Provide quality oversight and guidance to junior Paraplanners/Administrators
• Stay up to date with legislation, regulatory changes, and market developments

What We’re Looking For

• Level 4 Diploma in Financial Planning (essential)
• Progress toward Chartered status is highly desirable
• Ideally holding 5 years’ experience in a Paraplanning role
• Strong technical knowledge of pensions, investments, tax wrappers, and trusts
• Experience using iO or similar back-office systems
• Excellent written and verbal communication skills
• A proactive, detail-oriented mindset and a genuine passion for financial planning