Job Title: Senior Paraplanner Location: Hybrid / Oxfordshire-based office (with flexible working) Salary: Up to £50,000 bonus benefits About The Business Our client is a growing independent financial planning firm with a strong reputation for providing highly personalised advice to private clients, business owners, and professionals. As a close-knit, values-driven team, they pride themselves on exceptional service and technical expertise. With client relationships built on trust and integrity, they offer a modern, flexible working environment, a collaborative culture, and genuine opportunities for progression. The Opportunity We’re looking for a confident and technically strong Senior Paraplanner to join the growing team. Working closely with a number of Chartered Advisers, you’ll play a key role in the advice process—researching complex cases, preparing detailed reports, and contributing to strategy discussions. This is an ideal role for a Diploma-qualified (ideally Chartered or working towards) Paraplanner who thrives in a high-quality, client-focused environment. You’ll have a voice in shaping our clients advice process and mentoring junior team members as they expand. What You’ll Be Doing Conduct detailed technical research across pensions, investments, tax and estate planning Write clear, compliant suitability reports for HNW individuals and business owners Collaborate closely with Advisers on client strategies and annual reviews Maintain accurate records using Intelligent Office (iO) Provide quality oversight and guidance to junior Paraplanners/Administrators Stay up to date with legislation, regulatory changes, and market developments What We’re Looking For Level 4 Diploma in Financial Planning (essential) Progress toward Chartered status is highly desirable Ideally holding 5 years’ experience in a Paraplanning role Strong technical knowledge of pensions, investments, tax wrappers, and trusts Experience using iO or similar back-office systems Excellent written and verbal communication skills A proactive, detail-oriented mindset and a genuine passion for financial planning What’s in It for You? Salary up to £50,000 (DOE) discretionary bonus Hybrid working (2-3 days from home) 25 days holiday bank holidays opportunity to buy an additional 3 days! Support toward Chartered status A supportive and forward-thinking culture with scope to influence how we grow Pensions Contribution Income Protection / Life Cover Apply Now If you’re a skilled Paraplanner ready to take the next step in a firm that values quality over quantity, we’d love to hear from you. Click "Apply Now" or reach out confidentially to learn more.