Capio Recruitment
Technical Paraplanner
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1 day per week in the office | Early Finish Fridays | Generous Holidays | Birthday Off | Protection Benefits - all so you can focus on what truly matters!
If you're a Paraplanner who's tired of feeling like a report-writing machine, this could be the change you've been looking for.
This is a business where paraplanners are genuinely seen as technical professionals, not administrators.
You'll work alongside experienced Financial Planners on complex client cases, your opinion will be valued, and you'll have the time and support to produce quality work rather than rushing from one deadline to the next.
Because ultimately, that's why most paraplanners move. Not for a slightly bigger salary... for better quality work, better support, better flexibility, a role where they can actually enjoy what they do.
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What you'll be working on
- Complex pensions, investments and retirement planning
- Cashflow modelling and holistic financial planning
- HNW individuals, business owners and corporate clients
- Bespoke technical research and suitability reports
- Supporting advisers who genuinely value technical input
Why people stay here
- Hybrid working (1 office day per week)
- Generous annual leave + Birthday off
- Early finish every Friday
- Income Protection & Life Assurance
- Ongoing support towards Chartered status
- A collaborative team where paraplanners have a voice
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About you
You'll already have experience within an Independent Financial Planning firm and be at least Diploma qualified.
Most importantly, you'll enjoy the technical side of financial planning and want to continue developing your expertise within a business that genuinely values paraplanning.
If you're curious, let's have a confidential conversation. Even if your CV isn't quite up to date, we're always happy to have an informal chat first.
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