Paraplanner – Financial Planning Team (Hybrid, Oxford)

About the role

We are seeking an experienced Paraplanner to join a financial planning practice near Oxford. After initial training in Worthing, you will work on a hybrid basis, supporting advisers and the sales support team.

Key responsibilities

• Prepare and maintain client files and implement recommendations.
• Ensure all compliance paperwork is complete and manage due‑diligence for the investment committee.
• Provide technical support and coach team members.
• Write reports tailored to client requirements and act as a reference point for advisers.
• Research and review market products on an ongoing basis.

Required profile

• Minimum 2 years’ experience in a paraplanning role, preparing Annual Reviews and Recommendation Reports.
• Proficiency with Intelligent Office, CashCalc, Genovo and FE Analytics (or similar systems).
• Excellent organisational skills and ability to work independently.
• Thorough understanding of compliance regulations and strong decision‑making abilities.
• Level 4 Diploma qualified or close to completion; supervisory experience is a plus.
• Adaptable, with interest in financial services marketing or later‑life financial advice (preferred).

Required skills

• Intelligent Office
• CashCalc
• Genovo
• FE Analytics

What we offer

• Initial training at the Worthing office.
• Hybrid working arrangement based in Oxford with occasional travel to Worthing.
• Opportunity to work closely with experienced financial advisers and tax specialists.