Capio Recruitment
Paraplanner
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Job Title: Paraplanner
Location: Cheltenham
Salary: Up to £55,000 + bonus
Benefits: Pension up to 17.5%, strong bonus potential, share scheme, private medical
About the Company:
This firm is a well-established, highly regarded wealth management business with a strong presence across the UK. Known for the quality of its advice and long-term client relationships, it offers a collaborative, professional environment where technical excellence and development are genuinely valued.
Role Summary:
An opportunity has arisen for an experienced Paraplanner to join the Bath office. The role sits at the heart of the financial planning function, supporting Wealth Managers with complex advice and high-quality client outcomes.
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Key Responsibilities:
- Prepare detailed financial plans, suitability reports, and recommendations to support high-quality client advice
- Support client review and new business meetings, helping advisors clearly communicate planning solutions
- Research investments, pensions, protection, and tax strategies to build robust, compliant recommendations
- Review client portfolios to ensure alignment with objectives, risk profile, and regulatory standards
- Liaise with Wealth Managers, administrators, and providers to ensure advice is implemented smoothly
- Maintain accurate client records and contribute to the ongoing improvement of advice processes
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Requirements:
- Diploma in Regulated Financial Planning (CII Level 4 or equivalent)
- Previous experience working as a Paraplanner
- Strong technical knowledge across pensions, investments, tax wrappers, and financial planning principles
- High attention to detail with a strong compliance mindset
- Confident user of financial planning software
- Organised, proactive, and comfortable managing multiple priorities
- Working towards, or holding, CII Level 6 is advantage
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