Job Description
Paraplanner & Strategic Paraplanner
North Leigh, Oxfordshire (Hybrid)
£40–60k DOE full development support
A career in paraplanning. whether you’re building it or refining it
At Mathews Comfort, paraplanners are front and centre, not hidden behind templates or just ticking boxes. Whether you’ve got a couple of years under your belt or you’re shaping strategy at a senior level, we’ve created space for both.
You’ll work directly with financial planners and clients to build life-changing financial plans. You'll attend meetings, challenge ideas, run cashflow models in Voyant, and help translate goals into smart advice, all in a firm that values team fit, long-term development, and genuine collaboration.
We’re hiring at both levels because we’re growing the right way, supporting our senior team while giving newer paraplanners the tools and time to step up. If you care deeply about doing great work that helps real people, we’d love to hear from you.
What you’ll get
Salary from £40–60k depending on experience
Bonus scheme
25 days holiday bank holidays
Early finish Fridays
Private medical, life insurance & income protection
Company pension scheme
Full exam support paid study time
Core hours 0930-1430
Hybrid
What you’ll do
Support financial planners in building bespoke financial strategies
Attend client meetings and help shape planning conversations
Build cashflow models and carry out technical research
Produce clear, compliant, and personalised reports
Mentor or learn from others, depending on experience
Be part of a collaborative team that values quality over shortcuts
What we’re looking for
From 2 to 5+ years’ paraplanning experience
Diploma qualified (DipPFS or equivalent)
Strong knowledge across pensions, investments, tax, protection
Experience or interest in using Voyant for cashflow planning
Thoughtful, detail-driven, proactive people who enjoy being part of a team
Someone who takes pride in outcomes, not just outputs