Hybrid Paraplanner for Financial Planning Excellence

CAP Resourcing LTD; Greater London; Hybrid; GBP 35,000 - 52,000; Full time

Benefits offered by this job

Hybrid working

Full exam support

Collaborative team environment

Job summary

A financial services firm in Greater London is seeking an experienced Paraplanner to support Financial Planning Directors. You will prepare client advice, help with client meetings, and assist clients in achieving their financial goals. The role offers hybrid working options, exam support, and a collaborative team environment. Ideal candidates have at least 2-3 years of paraplanning experience and strong knowledge of UK tax and pensions.

Qualifications

• At least 2-3 years’ experience as a paraplanner.
• Strong technical knowledge of UK tax, pensions, and estate planning.
• Excellent organisational skills and attention to detail.

Responsibilities

• Prepare and write high quality advice for clients.
• Support client meetings to help achieve long-term financial goals.
• Work collaboratively with financial planners and paraplanners.

Skills

Paraplanning experience

Technical knowledge of UK tax

Organisational skills

Job description

A financial services firm in Greater London is seeking an experienced Paraplanner to support Financial Planning Directors. You will prepare client advice, help with client meetings, and assist clients in achieving their financial goals. The role offers hybrid working options, exam support, and a collaborative team environment. Ideal candidates have at least 2-3 years of paraplanning experience and strong knowledge of UK tax and pensions.