Paraplanner in Wallingford, Oxfordshire

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 role

You 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 Responsibilities

You will:

• Produce detailed financial planning reports that demonstrate your technical strength
• Draft suitability letters that clearly reflect well-structured advice
• Take full ownership of cases from research to completion, building confidence and autonomy
• Work directly with providers and clients, enhancing your communication and influence
• Manage your own pipeline, improving efficiency and accountability
• Ensure every file meets regulatory standards, protecting and strengthening your reputation
• The result? Broader knowledge, sharper technical skills and stronger career prospects.

The person

You will be an experienced Paraplanner

You will also bring:

• Strong technical knowledge of financial products and regulation
• Excellent written communication skills
• High attention to detail
• Confidence using Microsoft Office and CRM systems
• The ability to manage deadlines calmly and independently

About our company

We 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 service
• Closed between Christmas & New Year – 3 extra days off in addition to your holiday allowance
• Opportunity to buy additional holiday
• Flexible working arrangements
• Sick pay
• Bonus scheme
• Pension scheme
• Paid compassionate
• Refer a Friend Scheme
• Perkbox
• Life Cover 3 x your salary
• Employee Assistance Programme
• Give Back Day including £50 charity contribution/donation
• Paid social events
• Employee of the Quarter & Year with £200 & £500 award
• Paid training such as diploma & professional qualifications
• Access to fully-funded training & development – both SJP & external
• Long Term Service Award

What’s next

If 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.

Voceer presents this job opportunity for Ecruit, a 50 person sized company who are categorized as a Recruitment Agency.

This position is being managed by Ecruit, a reputable recruitment agency known for placing candidates in desirable positions.

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