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Permanent

Paraplanner

Capio Recruitment Financial Planning
Buckinghamshire
money-bag £45000 Annual
Posted: 12 June 2026 (3 days ago)
Closing date: 12 July 2026
Ref: 3121143846

Job Title: Diploma Qualified ParaplannerSalary: £45,000 - £65,000 DOEAbout the Company:Our client is a well-established and highly respected independent financial planning business with a strong reputation for delivering advice to high-net-worth individuals and families. Backed by a larger national group whilst maintaining its entrepreneurial culture and autonomy, the business combines the resources of a larger organisation with the flexibility and personal approach of a boutique firm.Known for its technical excellence, supportive environment and commitment to professional development, the firm offers exposure to complex financial planning cases and clear long-term career pathways.Role Summary:An opportunity has arisen for an experienced Diploma Qualified Paraplanner to join a highly technical and collaborative team supporting advisers with complex financial planning cases. Working closely with senior advisers and technical specialists, you will play a key role in delivering high-quality suitability reports, research and planning solutions for a high-net-worth client base.This position offers significant exposure to sophisticated planning work, ongoing professional development support and clear progression opportunities into either senior technical roles or financial planning positions.Key Responsibilities:• Prepare detailed suitability reports and technical recommendations, developing expertise across complex financial planning scenarios• Conduct research across pensions, ..... full job details .....

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