Capital Partners
Paraplanner
How your CV stacks up
Upload your CV to see how well it fits this job role
?%
PARAPLANNER
Full-time | Hybrid | London
About Us
Capital Asset Management is an established, client-centred financial planning firm based in the City of London. We help individuals, families and business owners envision their ideal future lifestyle and build the financial roadmap to get them there. Our philosophy centres on maximising each client’s Return on Life — ensuring their wealth serves the life they want to live, not the other way around.
We are a close-knit, ambitious team united by five core values: curiosity, candour, creativity, client focus and collaboration. We invest heavily in our people, our technology, and the quality of advice we deliver.
About the Role
As a Paraplanner, you will be a central part of one of our client “pods”, working alongside a Financial Planner and a Client Services Administrator to deliver outstanding financial planning to a defined client bank. You will take ownership of the technical research, analysis and report-writing that underpins every piece of advice we give, while building meaningful relationships with our clients.
This is not a back-office support role. You will attend client meetings, contribute to planning strategy discussions, and play a key part in shaping the advice our clients receive. If you are looking for a role where you can develop your technical expertise, deepen your client skills, and genuinely influence outcomes, this is it.
Qualifications & Experience
- Level 4 Diploma in Regulated Financial Planning (CII or equivalent); RO1–RO6 preferred
- Minimum 3–4 years’ experience in a paraplanning or associate planner role within a UK financial planning firm
- Solid working knowledge of pensions, investments, tax planning, protection and estate planning
- Actively working towards or willing to commit to Chartered Financial Planner status (Level 6) or equivalent advanced qualifications such as the CISI Diploma
- Familiarity with cashflow modelling tools (e.g. Voyant, Truth, CashCalc) is a strong advantage
Reasons to use Rodeo
Start with a chat, not a search bar
Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.
It searches the market for you
Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.
Only hits
No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.
Key Responsibilities
Client Engagement & Relationship Building
- Attend and actively contribute to client meetings, taking detailed notes and capturing action points
- Build rapport with clients and develop a deep understanding of their personal circumstances, motivations and financial goals
- Serve as a knowledgeable point of contact for clients between meetings, handling technical queries with confidence
Research, Analysis & Report Writing
- Conduct thorough research across pensions, investments, protection, tax and estate planning to identify suitable solutions
- Analyse client portfolios, risk profiles and cash flow projections to support the Planner’s recommendations
- Prepare high-quality suitability reports, annual review packs and ad-hoc advice documents that are clear, compliant and client-friendly
- Produce and maintain accurate cash flow models using the firm’s planning software
Compliance & File Quality
- Ensure all client files, research and advice documentation meet FCA requirements and the firm’s internal compliance standards
- Review instruction forms, legal documents (including Wills, Trusts and Lasting Powers of Attorney) for completeness and accuracy
- Maintain accurate, up-to-date records on the firm’s back-office system
Get help with your application
Your very own career expert that helps elevate your application to the next level.
Pod Collaboration & Team Development
- Work closely with the Planner to shape advice strategy for each client
- Support, coach and mentor the Client Services Administrator within your pod, helping them develop technically
- Contribute to pod-level forecasting, pipeline tracking and service-level reporting
- Share knowledge, best practice and process improvements with the wider paraplanning team
Continuous Improvement & Professional Growth
- Stay current with regulatory developments, market trends and product changes relevant to financial planning
- Actively pursue your professional development plan, including study towards advanced qualifications
- Identify opportunities to improve processes, templates and the overall efficiency of the paraplanning function
Skills & Attributes
- Technically strong with excellent analytical and problem-solving abilities
- Exceptional attention to detail, you take pride in producing accurate, polished work
- Clear, confident communicator, able to explain complex financial concepts in plain language, both in writing and in person
- Proficient in Microsoft Office (Word, Excel, PowerPoint) and comfortable adopting new technology
- Organised, self-motivated and able to manage competing priorities and deadlines
- Collaborative and supportive, you thrive in a team environment and are generous with your knowledge
- Genuinely interested in people and in helping clients achieve their goals
Salary
£45,000 – £52,000 depending on experience and qualifications
How to Apply
To apply or for an informal conversation about the role, please contact:
Chirine Harb, COO chirine@capital.co.uk
“It took my CV and asked me questions relevant to understanding what kind of jobs to suggest for me. Suggestions were almost perfect. Jobs were exactly what I’ve been looking for.”
Jessica, London
Skills
Location