Senior Paraplanner - Witney

We are currently recruiting for a Financial Planning firm local to Witney who are looking to recruit an experienced Senior Paraplanner to join their team.

About the Role

They are looking for an experienced paraplanner with a passion for strategy. If you're excited by strategic thinking, client engagement, and building detailed, goal-driven financial plans, this is the role for you.

This is not a report-writing role hidden behind spreadsheets and templates. You’ll be an integral part of the client planning process from the start, working closely with Financial Planners, contributing directly to strategy, attending client meetings, and helping shape life-changing outcomes for the clients.

About the company

The company is an independent financial planning firm based just outside Witney. They are known for their truly holistic, lifestyle-based financial planning, and they pride themselves on making a genuine difference in their cli...