Blakemore Recruitment
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.
To apply for this job please visit www.reed.co.uk.
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