Remote Paraplanner for High-Value Wealth & Reports

Capio Recruitment Limited; Loughborough; Hybrid; GBP 45,000 - 55,000; Full time

Benefits offered by this job

Referral scheme £250

Job summary

Capio Recruitment Limited is partnering with a well-established national wealth management firm to recruit an experienced Paraplanner.

You will work remotely with day-to-day autonomy, handling complex research and report writing for high-net-worth clients, with quarterly travel to an office as needed. The role offers flexibility and a clear path to contribute to holistic financial planning services.

Qualifications

• Proven paraplanning experience within a wealth management environment.
• Level 4 Diploma in Financial Planning or significant progress towards completion.
• Sound knowledge of UK pensions, investments, and tax-efficient planning structures.
• Comfort working independently in a remote setup, with quarterly office travel.

Responsibilities

• Research and craft comprehensive suitability reports for retirement, investment and estate planning.
• Collaborate with Financial Planners on report preparation and strategy.
• Conduct product and investment analysis to support portfolio construction.
• Manage paraplanning workflow remotely with day-to-day autonomy over schedules.

Skills

Paraplanning experience

Remote work

Independent work

Pensions knowledge

Investments knowledge

Tax planning

Education

Level 4 Diploma in Financial Planning

Job description

Capio Recruitment Limited is partnering with a well-established national wealth management firm to recruit an experienced Paraplanner.

You will work remotely with day-to-day autonomy, handling complex research and report writing for high-net-worth clients, with quarterly travel to an office as needed. The role offers flexibility and a clear path to contribute to holistic financial planning services.