https://jobs.co.uk/job/paraplanner-capio-recruitment-financial-planning--5c9d8020-9ec6-4f44-9574-aff4cabb76e9 RSS feed for Paraplanner at Capio Recruitment Financial Planning. en-gb Sun, 14 Jun 2026 03:19:15 GMT https://jobs.co.uk/job/paraplanner-capio-recruitment-financial-planning--5c9d8020-9ec6-4f44-9574-aff4cabb76e9 https://jobs.co.uk/job/paraplanner-capio-recruitment-financial-planning--5c9d8020-9ec6-4f44-9574-aff4cabb76e9 Thu, 11 Jun 2026 11:52:05 GMT Location: Birmingham | Salary: 40000.00-40000.00 Annual | Type: Permanent | Job Title: ParaplannerLocation: Birmingham Salary: Up to £55,000 + bonusBenefits: Pension up to 17.5%, strong bonus potential, hybrid working (4 days office / 1 day remote)About the Company:This firm is a well-established, highly regarded wealth management business with a strong presence across the UK. Known for the quality of its advice and long-term client relationships, it offers a collaborative, professional environment where technical excellence and development are genuinely valued.Role Summary:An opportunity has arisen for an experienced Paraplanner to join the Birmingham office. The role sits at the heart of the financial planning function, supporting Wealth Managers with complex advice and high-quality client outcomes.Key Responsibilities:• Prepare detailed financial plans, suitability reports, and recommendations to support high-quality client advice• Support client review and new business meetings, helping advisors clearly communicate planning solutions• Research investments, pensions, protection, and tax strategies to build robust, compliant recommendations• Review client portfolios to ensure alignment with objectives, risk profile, and regulatory standards• Liaise with ... Permanent