We are currently recruiting for a Financial Planning firm local to Witney who are looking to recruit an experienced Senior Paraplanner to join their team.About the RoleThey are looking for an experienced paraplanner with a passion for strategy. If you''re excited by strategic thinking, client engagement, and building detailed, goal-driven financial plans, this is the role for you.This is not a report-writing role hidden behind spreadsheets and templates. You''ll be an integral part of the client planning process from the start, working closely with Financial Planners, contributing directly to strategy, attending client meetings, and helping shape life-changing outcomes for the clients.About the companyThe company is an independent financial planning firm based just outside Witney. They are known for their truly holistic, lifestyle-based financial planning, and they pride themselves on making a genuine difference in their clients'' lives.They believe that great paraplanning is a career, not a stepping stone. That''s why they''re investing in someone who wants to refine their technical skills, drive client strategy, and become a vital part of a collaborative planning team.ResponsibilitiesCollaborate closely with Financial Planners to build tailored financial strategies and planning solutions.Attend client meetings and help translate their goals into robust financial strategies and cashflow plans.Carry out deep technical research, product analysis, and portfolio review ..... full job details .....