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.

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