Job Title

Paraplanner (Wealth Management & Financial Planning)If you want to know about the requirements for this role, read on for all the relevant information.Join a B-Corp certified financial services organisation as a Paraplanner, supporting wealth management, financial planning, investment analysis, pensions, and client relationship management within a collaborative and values-driven team.If youve also worked in the following roles, wed also like to hear from you: Financial Planning Analyst, Wealth Management Administrator, Investment Analyst, Financial Services Administrator, Financial Services Client Relationship ManagerSALARY: Competitive + Bonus + Benefits (see below)LOCATION: Hybrid Working: Typically 3 days from home and 2 in the office, with additional office attendance as required for client meetingsJOB TYPE: Full-Time, PermanentJOB OVERVIEWWe have a fantastic new job opportunity for a Wealth Management & Financial Planning Paraplanner to join a highly regarded financial services organisation. Working within a collaborative environment, the Wealth Management & Financial Planning Paraplanner will support Financial Planners with research, financial modelling, and client portfolio analysis.As a Wealth Management & Financial Planning Paraplanner you will play a key role in delivering high-quality financial planning services, including suitability reports, investment research, pensions analysis, and compliance documentation. You will contribute to delivering tailored wealth management solutions.This position offers the opportunity to develop technical expertise in financial planning, cashflow modelling, and regulatory compliance, while supporting client meetings and maintaining accurate CRM systems and workflows.APPLY TODAYReady to make your next career move? Apply Now for our Recruitment Team to review.DUTIESYour duties as the Wealth Management & Financial Planning Paraplanner include:Financial Planning Support: Assist Financial Planners with research, analysis, and preparation of client financial plansSuitability Reports: Produce detailed, compliant financial planning and investment reportsCashflow Modelling: Analyse client circumstances using financial planning tools and forecasting softwareInvestment Analysis: Conduct research into funds, pensions, and investment productsCompliance & Documentation: Maintain accurate records ensuring regulatory and compliance standards are metClient Support: Assist in client meetings and provide professional communication via phone and emailWorkflow Management: Manage pipelines and ensure timely delivery of financial planning servicesCRM & Systems: Maintain and update back-office systems and client databasesTeam Collaboration: Work closely with Financial Planners and Client Relationship ManagersCANDIDATE REQUIREMENTSESSENTIAL:Diploma Level 4 qualified in Financial Planning or working towards completionStrong knowledge of wealth management, pensions, investments, and financial services regulationsProven experience in financial planning support, report writing, and client documentationExcellent analytical, research, and financial modelling skillsStrong communication and client relationship management skillsProficiency in CRM systems, data management, and Microsoft OfficeDESIRABLE:Advanced Diploma (Level 6) or working towards Chartered or Certified Financial Planner statusExperience with cashflow modelling tools such as Voyant or TimelineExperience within wealth management or independent financial advice environmentsUnderstanding of investment strategies, due diligence, and compliance frameworksBENEFITSCompetitive salary plus discretionary bonus20 days holiday plus bank holidays and additional Christmas closure daysBirthday leaveCompany pensionCycle to work schemeFree parking and on-site parkingHealth and wellbeing programmeProfessional development budgetPrivate medical insuranceSabbatical after five years of serviceHybrid working arrangementsHOW TO APPLYTo be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVs of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.JOB REF: AWDO-P14643Full-Time, Permanent Jobs, Careers and Vacancies. Find a new job and work in Witney, Oxfordshire. Multi-Job Board Advertising and CV Sourcing Recruitment Services provided by AWD online.AWD online specialise in sourcing candidates and advertising vacancies on multiple job boards for companies on a non-commission basis. xjdpvnf AWD online operates as an employment agency.