Paraplanner - Capio Recruitment Financial Planning : Job Details

Job Role: Paraplanner

Location: Shrewsbury - Office Based with 1-day WFH after probation

Salary: £40,000 - £45,000 (depending on experience)

We are working with a firm committed to a client centric approach, focusing on helping clients achieve financial freedom and security at every stage of life. They pride themselves on providing exceptional service and maintaining professional relationships.

Therefore, we are seeking a highly motivated and experienced Paraplanner to join a growing financial planning business. This is an excellent opportunity to play a key role while delivering exceptional service to clients and also offers opportunities for career growth.

About the Role

As a Paraplanner, you will be responsible for providing one on one support to a specific advisor and client bank, really building on genuine relationships and providing an exceptional service. You will write reports conduct research and produce cashflow models. The ideal candidate pays strong attention to detail, be analytical and work with a high level of communication.

Key Responsibilities

• Identify the appropriate information to produce cashflow forecasts.
• Carry out research on a variety of products and providers.
• Ensure alignment with FCA regulations.
• Prepare complex financial planning reports and calculations.
• Build genuine client relationships and provide professional support across Advisors, other Paraplanners, Client, Providers and other colleagues.

About You

• Level 4 Diploma or equivalent with a minimum of two years’ experience as a Paraplanner.
• Competent with financial systems such as Defaqto, FE Analytics, Selectapension, and CashCalc.
• Excellent verbal and written communication skills with a keen attention to detail.
• Ability to compose professional and bespoke content for reports and client communications.

Remuneration and Benefits

• A good holiday offering with birthday day off and Christmas/New Year closure and increase after a specific time of service.
• Auto-enrolment pension scheme.
• Private Medical Insurance and Death in Service benefit after probation.
• Discretionary bonus scheme of up to 20% of salary.
• Study and exam support.
• Opportunities for volunteering.