Paraplanner – Wealth Management – Up to £40,000 dependent on qualifications and experience – Wallingford (Hybrid)

Be recognised for your technical expertise and 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 from a Financial Planning / Wealth Management environment who wants greater ownership of cases, exposure to complex client work and clear scope to strengthen their professional standing.

Please note: applicants must have previous paraplanning experience within a Financial Planning or Wealth Management firm.

The Role

You will play a central role in supporting advisers by delivering technically robust and compliant financial planning documentation.

Working on complex cases, including asset-rich clients, you will deepen your knowledge of pensions, investments and tax-efficient planning while strengthening 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 and suitability reports
• Conduct research across pensions, investments, platforms and tax-efficient wrappers
• Draft suitability letters that clearly reflect well-structured advice
• Support advisers with technical analysis and financial planning research
• Take ownership of cases from research through to completion
• Work directly with providers and occasionally clients to gather information
• Manage your own pipeline and prioritise workloads effectively
• Ensure all documentation meets FCA regulatory standards

The result – broader knowledge, sharper technical skills and stronger career prospects within financial planning.

The Person

You will be an experienced Paraplanner within a Financial Planning or Wealth Management firm.

You will also bring:

• Strong technical knowledge of pensions, investments and financial planning products
• Experience producing suitability reports and compliant advice documentation
• Excellent written communication skills
• High attention to detail
• Confidence using Microsoft Office and CRM systems
• The ability to manage deadlines independently

Please note: Applicants must have the right to work in the UK, as we’re unfortunately unable to offer visa sponsorship for this role.

About Us

Frizzell Wealth Management is a close-knit and professional wealth management firm and part of St. James’s Place Partner. Paraplanning is central to how we deliver high-quality financial advice. Our advisers actively involve paraplanners in planning discussions, giving you meaningful exposure to the advice process 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 leave
• Refer a Friend Scheme
• Perkbox
• Life Cover – 3x salary
• Employee Assistance Programme
• Give Back Day including £50 charity contribution
• Paid social events
• Employee of the Quarter & Year with £200 & £500 award
• Paid training including Diploma and professional qualifications
• Access to fully funded training & development – both SJP & external
• Long Service Awards

What’s Next

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

Contact information

Louisa Major