Capio Recruitment
Paraplanner
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What's on Offer?
£50,000–£55,000 depending on experience
Hybrid working (3 days in the office, 2 days from home)
- Join a growing, well-established independent financial planning business
- Supportive and collaborative team environment
- Genuine opportunities for career development and progression
- Comprehensive benefits package
We're recruiting on behalf of a growing independent financial planning firm that is continuing to invest in its people, technology and client proposition.
This is an excellent opportunity for an experienced Paraplanner looking to join a collaborative team where you'll work closely with Financial Planners to deliver high-quality, holistic financial planning advice to a broad range of clients.
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The Role
You'll play a key role in supporting advisers by preparing tailored financial planning recommendations and ensuring clients receive a first-class service.
Your responsibilities will include:
- Preparing suitability reports and recommendation letters
- Conducting technical research across pensions, investments, protection and tax planning
- Analysing existing client arrangements and making recommendations
- Working alongside advisers to develop holistic financial plans
- Assisting with cashflow modelling and financial planning strategies
- Liaising with providers and internal teams to ensure a smooth client journey
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Requirements
- Level 4 Diploma in Regulated Financial Planning (or equivalent)
- Previous experience working as a Paraplanner within a financial planning firm
- Strong technical knowledge across pensions, investments and protection
- Excellent report writing and analytical skills
- A proactive, organised and client-focused approach
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