Paraplanner - up to £40,000 dependent on qualifications and experience - Wallingford

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 a fully qualified 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 providers and clients, enhancing your communication and influence
• Manage your own pipeline, improving efficiency and accountability
• Ensure every file meets regulatory standards, protecting and strengthening your reputation
• The result? Broader knowledge, sharper technical skills and stronger career prospects.

The person

You will be a fully qualified Paraplanner with experience in a regulated firm - you must hold a Level 4 Diploma in Financial Services, such as the DipPFS Diploma in Regulated Financial Planning awarded by the Simply Academy or an equivalent qualification.

You will also bring:

• Strong technical knowledge of financial products and regulation
• Excellent written communication skills
• High attention to detail
• Confidence using Microsoft Office and CRM systems
• The ability to manage deadlines calmly and independently

About our company

We are a close-knit and professional team where paraplanning is central to delivering quality advice. Advisers actively involve you in planning discussions, giving you meaningful exposure rather than routine processing work.

The Benefits

• 22 days holiday increasing to 25 days with service
• Closed between Christmas & New Year – 3 extra days off in addition to your holiday allowance
• Opportunity to buy additional holiday
• Flexible working arrangements
• Sick pay
• Bonus scheme
• Pension scheme
• Paid compassionate
• Refer a Friend Scheme
• Perkbox
• Life Cover 3 x your salary
• Employee Assistance Programme
• Give Back Day including £50 charity contribution/donation
• Paid social events
• Employee of the Quarter & Year with £200 & £500 award
• Paid training such as diploma & professional qualifications
• Access to fully-funded training & development – both SJP & external
• Long Term Service Award

What’s next

If you are ready to take the next step in your Paraplanning career with a firm that values technical excellence, apply now to arrange a confidential discussion.

Contact information

Louisa Major