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Paraplanner

Posted 1 day 1 hour ago by Cap Resourcing Ltd

£40,000 - £45,000 Annual
Permanent
Full Time
Other
Worcestershire, United Kingdom
Job Description

Paraplanner

Nr Worcester - Hybrid

Salary - £40,000 - £45,000 (DOE) + benefits

Paraplanner - Grow Your Career in Financial Planning

Looking to take the next step in your Paraplanning career? This is an exciting opportunity to join a growing Wealth Management team where you'll work closely with Advisers, deliver high quality technical support, and play a key role in shaping client outcomes.

If you enjoy research, report writing and turning complex financial information into clear, client friendly recommendations, you'll thrive here.

What You'll Be Doing

  • Producing high quality Financial Planning Reports
  • Conducting detailed product and fund research to support client recommendations
  • Acting as a key point of contact for client queries
  • Preparing review packs, illustrations and submitting plans to providers
  • Maintaining accurate, compliant client files
  • Staying up to date with financial products, legislation and industry changes
  • Ensuring all work meets regulatory and internal compliance standards

What You'll Bring

  • Experience in a Financial Advice or Wealth Management environment
  • Strong paraplanning/report writing skills
  • Diploma qualified (desirable) or working toward it
  • Excellent communication and analytical skills
  • High attention to detail and accuracy in written work
  • Strong organisational skills and ability to manage competing priorities
  • A positive, collaborative approach

What's On Offer

  • Full support with professional exams
  • 25 days holiday + bank holidays
  • Holiday purchase scheme
  • In-house training academy
  • Annual salary review
  • Birthday day off
  • Life assurance & pension
  • Clear progression pathway, including the option to move into an Adviser role

If you're a motivated Paraplanner who loves problem solving, research and delivering exceptional client service, this role offers genuine development and long-term career growth.

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