Paraplanner & Strategic Paraplanner
đź“Ť 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
âś… Diploma qualified (DipPFS or equivalent)
âś… Strong knowledge across pensions, investments, tax, protection
âś… Experience or interest in using Voyant for cashflow planning
âś… Thoughtful, detail-driven, proactive people who enjoy being part of a team
âś… Someone who takes pride in outcomes, not just outputs