Paraplanner - Capio Recruitment Financial Planning : Job Details

Opportunity: Paraplanner

Location: Warwick (Hybrid Working)

Salary: £35,000 - £40,000

Do you love the detail of financial planning but want to feel part of something bigger?

We’re working with a values-driven, growing financial planning group with offices across the Midlands, and we’re looking for a Paraplanner who wants to make a real difference to clients’ lives.

You won’t just be producing reports, you’ll be part of a collaborative, supportive team that believes financial planning is about more than just numbers. It’s about enriching lives, building trust, and helping people plan for a life well lived.

Investing into their employees, you will be supported to professionally develop further as a Paraplanner, receive ample study support and be part of something real.

You will be:

• Working closely with Financial Planners to prepare compliant, high-quality suitability reports
• Conducting research and analysis using industry tools
• Producing cashflow models to support recommendations
• Supporting client journey’s by providing insight, clarity, and technical expertise
• Helping ensure we deliver on our promise of excellent client outcomes

About you:

• At least 2 years’ Paraplanning experience in an IFA environment
• Level 4 Diploma qualified (or working towards)
• Strong technical knowledge across a range of financial products
• A team player who thrives in a supportive and growth-focused environment

What’s in it for you:

• Holiday rising with service
• DIS and Income Protection
• Employee Assistance Programme and Financial Wellbeing
• Hybrid, flexible working
• Further exam support
• Supportive and collaborative environment

If this opportunity piques your interest, please reach out or apply for a confidential chat.

Thank you.