Paraplanner in United Kingdom

Job description

Paraplanner & Strategic Paraplanner

North Leigh, Oxfordshire (Remote)

£40–60k DOE + full development support

A career in paraplanning. Whether you’re building it or refining it

At Mathews Comfort, paraplanners are front and centre, not hidden behind templates or just ticking boxes. Whether you’ve got a couple of years under your belt or you’re shaping strategy at a senior level, we’ve created space for both.

You’ll work directly with financial planners and clients to build life-changing financial plans. You'll attend meetings, challenge ideas, run cashflow models in Voyant, and help translate goals into smart advice, all in a firm that values team fit, long-term development, and genuine collaboration.

What you’ll get

Salary from £40–60k depending on experience

Bonus scheme

25 days holiday + bank holidays

Early finish Fridays

Private medical, life insurance & income protection

Company pension scheme

Full exam support + paid study time

Core hours 0930-1430

What you’ll do

Support financial planners in building bespoke financial strategies

Attend client meetings and help shape planning conversations

Build cashflow models and carry out technical research

Produce clear, compliant, and personalised reports

Mentor or learn from others, depending on experience

Be part of a collaborative team that values quality over shortcuts

What we’re looking for

✅ From 3 years paraplanning experience

✅ Diploma qualified (DipPFS or equivalent)

✅ Strong knowledge across pensions, investments, tax, protection

✅ Experience or interest in using Voyant for cashflow planning

✅ Thoughtful, detail-driven, proactive people who enjoy being part of a team

✅ Someone who takes pride in outcomes, not just outputs

Extra information

Status

Open

Education Level

Secondary School

Location

United Kingdom

Type of Contract

Part-time jobs

Published at

08-09-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English