Senior Paraplanner - Capio Recruitment Financial Planning : Job Details

Job Title: Senior ParaplannerLocation: Oxford (Hybrid Working)Salary: £50,000 - £60,000

We’re currently working with a well-established, independent financial planning firm in Oxfordshire that’s looking to hire an experienced Senior Paraplanner within their planning function.

This isn’t your average paraplanning role. If you thrive on shaping long-term strategies, contributing to meaningful financial planning, and want to play a central role in client relationships — this is a standout opportunity.

You’ll be involved from day one of the client journey, working alongside Financial Planners to craft bespoke, values-driven advice. You'll also support ongoing team development and help embed best practices across the paraplanning function.

The Required Skills:

• Minimum 5 years’ experience in a financial planning paraplanning role
• Level 4 Diploma qualified in Regulated Financial Planning (Chartered Desirable)
• Strong technical understanding across pensions, investments, tax planning, and estate planning
• Experience using cashflow modelling tools
• Confident attending client meetings
• Naturally detail-focused and numerate, with a collaborative and forward-thinking mindset
• Able to support, mentor, and guide less experienced paraplanners

What’s on Offer:

• Hybrid working
• Full support towards further qualifications and professional development
• 25 days holiday + bank holidays
• Private medical, life insurance, income protection
• Bonus structure and early finish on Fridays

To learn more about this opportunity, contact one of our specialist Financial Planning recruiters at Capio Recruitment.

"INDSBWEA"