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Blakemore Recruitment
Paraplanner - WitneyBlakemore Recruitment • Witney, GB
Paraplanner - Witney

Paraplanner - Witney

Blakemore Recruitment • Witney, GB
30+ days ago
Salary
£50,000.00 yearly
Job type
  • Full-time
Job description

Technical Paraplanner

Witney

Salary £50,000-£55,000

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
  • 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 (depending on experience)
  • Flexible working options post-probation
  • 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.

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Paraplanner - Witney • Witney, GB

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