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Permanent

Senior Paraplanner

Capio Recruitment Financial Planning
Surrey
money-bag £50000 Annual
Posted: 18 July 2026 (Today)
Closing date: 17 August 2026
Ref: 3140717956

Job Title: ParaplannerLocation: SurreySalary: Up to £60,000Benefits: 25 days holiday (plus additional entitlement with service), employer pension contribution, private medical insurance for employee and partner, death in service cover, exam funding and professional fee support, 3 days study leave, flexi-time/TOIL scheme, hybrid working (following probation).About the Company:Our client is a highly respected financial planning business that forms part of a larger, long-established financial services group. With a reputation built on technical excellence, client service, and long-term stability, the firm offers the resources of a larger organisation whilst maintaining the collaborative culture of a close-knit wealth management team.The business continues to grow through organic development and client book acquisitions, creating excellent long-term career opportunities for ambitious financial planning professionals.Role Summary:An experienced Paraplanner is sought to support a team of Financial Advisers through technical research, report writing and financial planning support. Working alongside highly qualified technical specialists, including Fellowship-level professionals, you''ll have the opportunity to further develop your expertise within a supportive environment that actively invests in professional development.This can be a Senior Paraplanning opportunity for someone who wants to become a highly qualified technical subject matter expert, or a route into financial advice ..... full job details .....

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