Paraplanner

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

Recruitment Director | Talent Acquisition Partner Across Financial Services, Architecture & Business Support | Full-Cycle Recruitment Specialist |…

Paraplanner

London - Hybrid

Full time

Salary dependent on experience, plus annual bonus

We’re looking for an experienced Paraplanner to join a growing team in London, and play a key role in supporting a group of highly qualified Financial Planning Directors.

This is a client focused role where you’ll be preparing and writing high quality advice, supporting client meetings, and helping clients achieve their long‑term financial goals.

What we’re looking for:

• At least 2–3 years’ paraplanning experience
• Strong technical knowledge of UK tax, pensions, and estate planning
• Excellent organisational skills and attention to detail

What’s on offer:

• Hybrid working and a supportive, developmental environment. 2 Days in the office
• Full exam support to continue progressing your career
• The chance to work alongside a collaborative team of financial planners and paraplanners

If you’re a motivated paraplanner looking for variety, challenge, and career progression, we’d love to hear from you.

Seniority level

Not Applicable

Employment type

Full‑time

Job function

Finance and Research