Technical Paraplanner – Private Wealth, London Office

Capio Recruitment Limited; 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

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.