Paraplanner

Capio Recruitment; Greater London; On-site; GBP 45,000 - 65,000; Full time

Benefits offered by this job

Non-contributory pension

Private medical insurance

Discretionary bonus

Life assurance

Study support

Company share scheme

Holiday purchase scheme

Enhanced family leave

Green car scheme

Season ticket loan

Volunteering days

Gym discounts

Job summary

Capio Recruitment Limited is partnering with a prestigious London private office to recruit a motivated paraplanner. You will work alongside senior financial planners on high-net-worth and ultra-high-net-worth advisory work, building technical capability across sophisticated structures.

This role offers dedicated study support to advance professional qualifications, exposure to client meetings, and hands-on experience with Voyant and Xplan.

Qualifications

• Paraplanning experience within wealth management or private client advisory.
• Strong report-writing skills and the ability to communicate with senior stakeholders and private clients.
• Familiarity with financial planning software and cashflow modelling tools.

Responsibilities

• Partner with senior financial planners to formulate bespoke advice strategies and attend client meetings where appropriate.
• Conduct product research and technical analysis across pensions, investments, and tax structures.
• Construct detailed suitability reports and cashflow models using Voyant and Xplan.
• Manage end-to-end technical documentation and annual review processes.

Skills

Paraplanning experience

Report writing

Client communication

Financial planning knowledge

Education

CII Level 4 Diploma in Regulated Financial Planning

Tools

Voyant

Xplan

Job description

Benefits

Non-contributory pension scheme starting at 9%, rising to 10% with employee contribution, Comprehensive private medical insurance with option to extend to family, Discretionary performance-related bonus, Life assurance at 8x basic salary and income protection at 75% salary, Full study support package including funded qualifications and dedicated study leave, Company share scheme, Holiday purchase scheme allowing up to 5 additional days, Enhanced family leave policies for parents and carers, Green car scheme and season ticket loan, Volunteering days and corporate gym discounts.

About the Company

A FTSE-listed wealth management practice with a strong national presence and significant assets under management. Operating from modern offices in the City of London, the firm delivers tailored financial planning and investment management services to high-net-worth and ultra-high-net-worth individuals, families, and trustees.

Role Summary

This role offers a motivated paraplanner the chance to join a high-performing London Private Office team, stepping directly into complex high-net-worth and ultra-high-net-worth advisory work. Working alongside experienced financial planners in a supportive setting, you will develop your technical capability across sophisticated advice structures while benefiting from dedicated study support to advance your professional qualifications.

Key Responsibilities

• Partner with senior financial planners to formulate bespoke advice strategies and attend client meetings where appropriate, giving you direct exposure to high-net-worth client discussions and developing your consultative skills.
• Conduct thorough product research and technical analysis across pensions, investments, and tax structures, sharpening your technical mastery across holistic wealth solutions.
• Construct detailed suitability reports and cashflow models using tools such as Voyant, providing you with autonomy over report delivery and deep insight into long-term financial planning scenarios.
• Manage end-to-end technical documentation and annual review processes, offering you clear visibility across the full client lifecycle and an active role in client relationships.

Requirements

• CII Level 4 Diploma in Regulated Financial Planning, or equivalent qualification.
• Demonstrated paraplanning experience within a wealth management or private client advisory firm.
• Working knowledge of financial planning software and cashflow modelling tools such as Xplan or Voyant.
• Strong technical report-writing skills alongside the confidence to communicate effectively with senior stakeholders and private clients.

If this role isn’t quite right, it’s still worth speaking to one of our specialist team, as we may be working on something that hasn’t hit the market yet.

Related Job Titles: Financial Planning Analyst, Private Client Paraplanner, Wealth Planning Paraplanner, Technical Paraplanner, Chartered Paraplanner

Referral scheme: We pay £250 for any candidate you refer to us that we place. If you know anyone who may be suitable, please let us know.