Paraplanner & Strategic Paraplanner
đź“Ť North Leigh, Oxfordshire (Remote)
💰 £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.
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
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
âś… From 3 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