Capio Recruitment
Senior Paraplanner
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Senior Paraplanner
Location: Surrey Salary: Up to £60,000
Benefits
- 25 days holiday (plus additional entitlement with service)
- Employer pension contribution
- Private medical insurance for employee and partner
- Death in service cover
- Exam funding and professional fee support
- 3 days study leave
- Flexi-time/TOIL scheme
- Hybrid working (following probation)
About the Company
Our client is a highly respected financial planning business as part of a larger, long-established financial services group. With a focus on technical excellence, client service, and long-term stability, the firm combines the resources of a major organisation with the collaborative culture of a close-knit wealth management team.
Their continued growth, driven by organic development and client book acquisitions, provides outstanding long-term career opportunities for ambitious financial planning professionals.
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Role Summary
A senior Paraplanner is required to enhance a team of Financial Advisers through technical research, report writing, and financial planning support. Operating alongside experienced technical specialists, including Fellowship-level professionals, you’ll have a chance to refine your expertise within a stimulating environment that encourages professional development.
This role caters to professionals aiming for highly qualified technical subject matter expertise, or those looking for a pathway into financial advice, potentially progressing to becoming a Financial Adviser.
Key Responsibilities
- Prepare high-quality suitability reports and formulate recommendations that drive favourable client outcomes.
- Conduct in-depth research into pensions, investments, protection, and retirement planning solutions.
- Assess client circumstances and craft tailored planning strategies.
- Collaborate closely with advisors, administrators, and technical specialists to accelerate case progression.
- Assist with ongoing client reviews and provide periodic recommendations.
- Ensure all deliverables are compliant with regulatory requirements and internal best practices.
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Requirements
- Diploma qualified (Level 4 Financial Planning or equivalent).
- Proven experience as a Paraplanner in a financial planning context.
- Strong foundational knowledge across pensions, investments, and financial planning.
- Ability to draft suitability reports independently.
- Outstanding communication and analytical skills.
- Advanced Diploma or Chartered status in progress considered advantageous.
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