Capio Recruitment
Paraplanner
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Paraplanner
London | £45,000–£50,000 + Up to 12% Bonus
An established Chartered financial planning firm is looking for an experienced, Diploma-qualified Paraplanner to join its London team.
This is a technically focused position offering involvement throughout the financial planning process, including the opportunity to attend client meetings. You will conduct research, formulate recommendations, complete cash-flow modelling and produce high-quality suitability reports while working closely with experienced Financial Planners.
The business also offers genuine long-term progression. Paraplanners are supported towards Chartered status, and three people have progressed from paraplanning into financial advice roles during the past year.
The role
You will take ownership of cases and provide comprehensive technical support to Financial Planners and their clients.
Your responsibilities will include:
- Conducting detailed financial planning research and analysis
- Formulating suitable planning recommendations
- Preparing pre-meeting analysis and documentation
- Producing technically accurate suitability reports
- Completing cash-flow modelling
- Attending client meetings and taking detailed notes
- Liaising directly with clients when appropriate
- Working closely with Financial Planners and the Client Service Team
- Managing your own workflow and deadlines
- Maintaining accurate client records
- Keeping up to date with technical, market and regulatory developments
- Contributing to projects and process improvements
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What we are looking for
You should have:
- At least two years’ paraplanning experience
- The Level 4 Diploma in Regulated Financial Planning
- Strong technical knowledge across pensions and investments
- Experience conducting research and formulating recommendations
- Experience producing high-quality suitability reports
- Knowledge of cash-flow modelling
- Excellent written and verbal communication skills
- Strong organisation and attention to detail
- The ability to manage your own workload with limited supervision
- A genuine interest in continuing your professional development
Strong knowledge of Intelliflo would be particularly beneficial.
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The firm is open to career Paraplanners as well as candidates who may eventually want to move into financial advice. Those interested in advice would ordinarily be expected to establish themselves for at least one to two years before progressing.
Development and culture
The business operates an in-house academy with regular technical and professional development sessions. Support is available for candidates who want to work towards Chartered Financial Planner status.
The firm has more than £2 billion in assets under advice, over 50 Financial Planners and 100+ employees. Its average employee age is around 33, contributing to a collaborative, ambitious and progressive working environment.
Package and working arrangements
- £45,000–£50,000 salary
- Discretionary bonus of up to 12%
- Pension
- Private medical insurance
- Life assurance
- Income protection
- Support towards Chartered status
- Potential longer-term pathway into financial advice
- Hybrid working following successful completion of probation
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Jessica, London
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