Capio Recruitment

Paraplanner

West Midlands, England, GB

£42k
18 days ago
Save Job

Summary

Job Title: Paraplanner

Location: Midlands (Hybrid/Remote)

Salary: £35,000 - £42,000


Are you a detail-oriented financial professional ready to take your Paraplanning career to the next level?

We’re working with a highly respected firm of Independent Financial Planners based in Market Harborough. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry — and they’re growing.

Following a period of strong expansion, they're looking to add an experienced Paraplanner to their thriving team. You’ll play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment.


What you’ll be doing:

  • Writing detailed, tailored suitability reports
  • Conducting cash flow forecasting and financial analysis
  • Researching providers, products, and solutions
  • Collaborating with advisers and supporting clients with clarity and care
  • Helping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settings


Why join them?

  • A generous benefits package including enhanced time off and protection policies
  • A hybrid/remote setup that supports work-life balance
  • A culture that values collaboration, professional respect, and progression


What we’re looking for:

  • Paraplanning experience within a Financial Planning firm
  • Level 4 Diploma qualified
  • Confident communicator — written and verbal — with a client-focused mindset
  • Strong technical knowledge of pensions, investments, and FCA regulations


If you’re looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact — we’d love to hear from you.

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