Paraplanner

Technical Paraplanner Witney Salary £50,000-£60,000 Are you a technically strong Paraplanner looking to take the next step in your career? We''re working with a growing, forward-thinking financial planning firm in Witney that''s looking to add a talented Technical Paraplanner to their collaborative and highly regarded team. This is a fantastic opportunity to play a key role in delivering high-quality, holistic advice while continuing to build your technical expertise. The Opportunity As a Technical Paraplanner, you''ll act as a key support to Financial Planners, working on a wide range of client cases-from straightforward planning to more complex strategies. You''ll be central to the advice process, helping to shape recommendations and ensure clients receive clear, compliant, and well-structured financial plans. This role is ideal for someone who enjoys problem-solving, thrives on technical detail, and wants to take ownership of their work within a supportive environment. Key Responsibilities Provide technical support across pensions, investments, and tax planning Prepare detailed suitability reports and client recommendations Build and model holistic financial plans, including cashflow modelling Conduct research and analysis to support advice strategies Assist with complex cases and bespoke planning solutions Respond to technical queries from advisers and clients Support client meetings where required Ensure all work meets regulatory and compliance standards Manage ..... full job details .....