Grove Talent Solutions
Job Title Paraplanner
Location: Chipping Norton (Hybrid)
Salary: Competitive, dependent on experience
An established and reputable independent financial planning firm is seeking an experienced Paraplanner to join its professional advisory team. This is an excellent opportunity to work within a client-focused business that places long-term relationships, high-quality advice, and professional standards at the heart of everything it does.
The firm specialises in providing client-centric solutions across retirement planning, investments, financial protection and IHT cases.
The Role
A fantastic opportunity has arisen for a technically skilled and detail-oriented Paraplanner to join a collaborative and forward-thinking team. Reporting to the Paraplanning Team Leader, you will play a key role in supporting the senior planners through report writing, technical research, and cash-flow modelling.
Key Responsibilities
- Prepare suitability reports, cashflow models, and technical research to support Financial Planners.
- Conduct detailed research on pensions, investments, and protection solutions.
- Ensure all documentation meets FCA regulatory requirements and internal compliance standards.
- Liaise closely with advisers to ensure accurate and timely client recommendations.
- Support continuous improvement of paraplanning processes and workflows.
Key Requirements
- Experience as a Paraplanner within an IFA or wealth management firm.
- Level 4 Diploma in Financial Planning
- Strong technical knowledge of pensions, investments, and protection products.
- High level of accuracy and attention to detail.
- Strong written and verbal communication skills.
What’s on Offer
- Opportunity to join a stable, growing and well-regarded financial planning firm
- Flexible working arrangements and Hybrid working
- Excellent holiday allowance.
- Strong annual bonus and salary review structure.
- Long-term career development and progression opportunities.
- CII Exam Support
To apply for this job please visit www.reed.co.uk.
Make this application stronger
Use these quick checks before applying so your CV, interview preparation and job search are better matched to this vacancy.
Before you apply
Check the key details and make sure the role matches what you are looking for.
- Review the job title, company, location, salary and working pattern if provided.
- Check the skills, experience or qualifications requested by the employer.
- Make sure the commute, hours and contract type are realistic for you.
Tailor your CV
For Teaching Jobs, highlight the most relevant skills, experience and achievements linked to this type of work. Keep it honest, clear and focused on what the employer is asking for.
Use the CV Builder or browse Career Advice.
Prepare for interview
If your application is successful, prepare simple examples that show your motivation, strengths and suitability.
Keep searching smarter
Do not rely on one application. Keep searching similar roles and set up alerts so new vacancies reach you faster.