Paraplanner

New Yesterday

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...
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Location:
Wallingford
Salary:
£40,000
Job Type:
FullTime
Category:
Accounting & Finance

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