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Wallingford , Oxfordshire
permanent, full-time
£40,000 per annum

Paraplanner - up to £40,000 dependent on qualifications and experience - Wallingford (Hybrid)Be reco... Paraplanner - up to £40,000 dependent on qualifications and experience - Wallingford (Hybrid)Be recognised for your technical expertise, progress your Paraplanning career within a firm where your work genuinely shapes advice outcomes.Frizzell Wealth Management in Wallingford is growing. This opportunity is ideal for an experienced Paraplanner who wants greater ownership of cases, exposure to high-value planning work and clear scope to strengthen their professional standing.The roleYou will play a central role in supporting advisers by delivering technically robust and compliant financial planning documentation.By working on complex cases, including asset-rich clients, you will deepen your product knowledge and strengthen your regulatory understanding. Your analysis and structured reports will directly support high-quality advice.If you have experience within St. James's Place, this would be highly advantageous.Key ResponsibilitiesYou will: Produce detailed financial planning reports that demonstrate your technical strengthDraft suitability letters that clearly reflect well-structured adviceTake full ownership of cases from research to completion, building confidence and autonomyWork directly with providers and clients, enhancing your communication and influenceManage your own pipeline, improving efficiency and accountabilityEnsure every file meets regulatory standards, protecting and strengthening your reputationThe result? Broader knowledge, sharper technical skills and stronger career prospects. The personYou will be an experienced ParaplannerYou will also bring: Strong technical knowledge of financial products and regulationExcellent written communication skillsHigh attention to detailConfidence using Microsoft Office and CRM systemsThe ability to manage deadlines calmly and independently About our companyWe are a close-knit and professional team where paraplanning is central to delivering quality advice. Advisers actively involve you in planning discussions, giving you meaningful exposure rather than routine processing work.The Benefits 22 days holiday increasing to 25 days with serviceClosed between Christmas & New Year – 3 extra days off in addition to your holiday allowanceOpportunity to buy additional holidayFlexible working arrangementsSick payBonus schemePension schemePaid compassionateRefer a Friend SchemePerkboxLife Cover 3 x your salaryEmployee Assistance ProgrammeGive Back Day including £50 charity contribution/donationPaid social eventsEmployee of the Quarter & Year with £200 & £500 awardPaid training such as diploma & professional qualificationsAccess to fully-funded training & development – both SJP & externalLong Term Service Award What’s nextIf you are ready to take the next step in your Paraplanning career with a firm that values technical excellence, apply now to arrange a confidential discussion.

created 1 week ago
updated 22 minutes ago