Paraplanner

Capio Recruitment; Greater London; Hybrid; GBP 45,000 - 50,000; Full time

Benefits offered by this job

Bonus up to 12%

Pension

Private medical insurance

Life assurance

Income protection

Support towards Chartered status

Hybrid working

Job summary

Capio Recruitment is seeking an experienced Paraplanner for its London team. The role involves owning cases, providing technical support, researching, and producing high-quality suitability reports while attending client meetings.

The ideal candidate will have at least two years of paraplanning experience, the Level 4 Diploma in Regulated Financial Planning, and strong knowledge of pensions and investments. Hybrid working is available after probation.

Qualifications

• At least two years’ paraplanning experience.
• Level 4 Diploma in Regulated Financial Planning.
• Strong technical knowledge across pensions and investments.
• Experience conducting research and formulating recommendations.
• Experience producing high-quality suitability reports.
• Knowledge of cash-flow modelling.
• Excellent written and verbal communication skills.
• Strong organisation and attention to detail.
• Ability to manage own workload with limited supervision.
• Interest in continuing professional development.

Responsibilities

• Conducting detailed financial planning research and analysis
• Preparing pre-meeting analysis and documentation
• Producing technically accurate suitability reports
• Attending client meetings and taking detailed notes
• Liaising directly with clients when appropriate
• Working closely with Financial Planners and the Client Service Team
• Managing your own workflow and deadlines
• Maintaining accurate client records
• Keeping up to date with technical, market and regulatory developments
• Contributing to projects and process improvements

Skills

Paraplanning experience

Research and analysis

Report writing

Communication

Attention to detail

Education

Level 4 Diploma in Regulated Financial Planning

Tools

Intelliflo

Job description

London | £45,000–£50,000 + Up to 12% Bonus

An established Chartered financial planning firm is looking for an experienced, Diploma-qualified Paraplanner to join its London team.

This is a technically focused position offering involvement throughout the financial planning process, including the opportunity to attend client meetings. You will conduct research, formulate recommendations, complete cash-flow modelling and produce high-quality suitability reports while working closely with experienced Financial Planners.

The business also offers genuine long-term progression. Paraplanners are supported towards Chartered status, and three people have progressed from paraplanning into financial advice roles during the past year.

The role

You will take ownership of cases and provide comprehensive technical support to Financial Planners and their clients.

Your responsibilities will include:

• Conducting detailed financial planning research and analysis
• Preparing pre-meeting analysis and documentation
• Producing technically accurate suitability reports
• Attending client meetings and taking detailed notes
• Liaising directly with clients when appropriate
• Working closely with Financial Planners and the Client Service Team
• Managing your own workflow and deadlines
• Maintaining accurate client records
• Keeping up to date with technical, market and regulatory developments
• Contributing to projects and process improvements

What we are looking for

You should have:

• At least two years’ paraplanning experience
• The Level 4 Diploma in Regulated Financial Planning
• Strong technical knowledge across pensions and investments
• Experience conducting research and formulating recommendations
• Experience producing high-quality suitability reports
• Knowledge of cash-flow modelling
• Excellent written and verbal communication skills
• Strong organisation and attention to detail
• The ability to manage your own workload with limited supervision
• A genuine interest in continuing your professional development

Strong knowledge of Intelliflo would be particularly beneficial.

The firm is open to career Paraplanners as well as candidates who may eventually want to move into financial advice. Those interested in advice would ordinarily be expected to establish themselves for at least one to two years before progressing.

Development and culture

The business operates an in-house academy with regular technical and professional development sessions. Support is available for candidates who want to work towards Chartered Financial Planner status.

The firm has more than £2 billion in assets under advice, over 50 Financial Planners and 100+ employees. Its average employee age is around 33, contributing to a collaborative, ambitious and progressive working environment.

Package and working arrangements

• Discretionary bonus of up to 12%
• Pension
• Private medical insurance
• Life assurance
• Income protection
• Support towards Chartered status
• Potential longer-term pathway into financial advice
• Hybrid working following successful completion of probation