A fantastic opportunity has arisen for an experienced Paraplanner to join a highly respected, independent wealth management firm based in Chipping Norton.
This is a great opportunity to join a collaborative and forward-thinking business that places genuine value on both its employees and clients. The firm has built an excellent reputation within the market and continues to grow through long-standing relationships, quality advice and a people-first culture.

The Role
Working closely with Financial Planners, Administrators and fellow Paraplanners, you will play a key role in delivering a high-quality financial planning service to a well-established client base.
This is a varied and technical role offering exposure to complex cases, client strategy discussions and ongoing financial planning support.

Key responsibilities include:

• Analysing client circumstances, objectives and risk profiles
• Researching existing arrangements and suitable financial solutions
• Pension, investment and protection research
• Reviewing tax considerations including CGT
• Preparing suitability reports and recommendation letters
• Supporting Financial Planners with client reviews and meetings
• Managing technical queries from Advisers and clients
• Maintaining accurate client records and documentation
• Keeping up to date with regulatory and industry changes

About You

• Previous paraplanning experience
• Level 4 diploma qualified (or equivalent)
• Strong technical knowledge across pensions and investments
• Excellent communication and report writing skills
• Strong organisational skills and attention to detail
• Able to manage multiple priorities effectively
• Team-oriented with a proactive and professional attitude

Salary & Benefits

• Competitive salary depending on experience
• Hybrid working with only 2 days per week in the office
• 29 days annual leave plus bank holidays and full Christmas closure
• 5% employer pension contribution
• 4x death in service cover
• Income protection cover
• Supportive and collaborative working environment
• Genuine long-term career progression opportunities

This is an excellent opportunity for a Paraplanner looking to join a stable, growing and highly regarded financial planning firm where you can continue to develop technically whilst working within a supportive and professional team.

To avoid missing out, apply with your CV to this advert or contact Ellie Sedgwick at IDEX Consulting for further information on or

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.