Senior Paraplanner: Chartered Path, Hybrid Work, 12% Bonus

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

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.