Paraplanner
Technical Paraplanner Witney Up to £50,000+ (DOE)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 OpportunityAs 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 ResponsibilitiesProvide technical support across pensions, investments, and tax planningPrepare detailed suitability reports and client recommendationsBuild and model holistic financial plans, including cashflow modellingConduct research and analysis to support advice strategiesAssist with complex cases and bespoke planning solutionsRespond to technical queries from advisers and clientsSupport client meetings where requiredEnsure all work meets regulatory and compliance standardsManage multiple cases and deadlin
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