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Paraplanner

Chipping Norton
Permanent
Heat Recruitment
Posted: 12 January
Offer description

Location

Chipping Norton

Salary £35000 - £50000 TypePermanent WorkplaceHybrid Ref89568

Recruiter Managing This Role

Paraplanner
Up to £50,000
Oxfordshire (Hybrid 2 days in the office)
35 hours per week
A fantastic opportunity has arisen for an experienced Paraplanner to join an award-winning, well-established firm of independent financial planners based in Oxfordshire.

Following a period of strong growth, the firm is expanding its technical team and is seeking a technical paraplanner who is passionate about delivering high-quality financial planning support to advisers and clients.

This role offers genuine long-term career development, exam and study support, and the chance to work within a collaborative and supportive office culture.

The Opportunity

1. Join a growing, highly respected IFA firm with a strong client base
2. Work as a key member of the paraplanning and technical team (5 paraplanners and 10 Advisers)
3. Be actively involved in report writing, research, and client case preparation
4. Benefit from structured career progression and ongoing professional development

Benefits

5. Hybrid working (2 days in the office, 3 from home)
6. 5% employer pension contribution
7. Salary sacrifice scheme
8. 29 days holiday plus Christmas closure
9. 4x salary death in service
10. Income protection
11. Exam and study support
12. Supportive and collaborative working environment

To be considered for this paraplanner opportunity:

13. Experience working within an IFA practice is essential
14. Previous paraplanning experience required
15. Level 4 Diploma qualified or very close to achieving
16. Professional, proactive, and positive attitude
17. High attention to detail and strong technical ability

Apply today to be considered for this paraplanner opportunity. If suitable, one of our specialist consultants will contact you to discuss the role in more detail before submitting your CV to the client.

Know someone suitable? Refer a friend or colleague and receive £200 if we help them secure a new role.

Job Synonyms: Paraplanner, Chartered Paraplanner, Technical Paraplanner, Financial Planning Technician, IFA Support, Cashflow modeling

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