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Paraplanner

Capio Recruitment Financial Planning

Paraplanner


Remote Working

Competitive Salary + Strong Benefits


A highly regarded and growing wealth management firm is looking for an experienced Paraplanner to join its collaborative and client-focused team on a remote basis.

This is a predominantly remote opportunity, offering the flexibility to work from home alongside regular collaboration with your local office and wider team.

You’ll play a key role in supporting advisers and senior consultants by providing high-quality technical and investment support across a broad range of wealth management cases. This is an excellent opportunity for an individual who enjoys technical work, report writing, and helping deliver outstanding client outcomes.


About You

The successful candidate will ideally have:

  • Diploma in Regulated Financial Planning or equivalent paraplanning qualification
  • Experience Paraplanning within a Wealth Management firm, honing strong technical knowledge across pensions, investments, and protection products
  • Good understanding of current FCA regulations and compliance procedures


What’s on Offer
  • Remote working with ongoing team collaboration
  • Pension scheme, life assurance, and income protection
  • Health and wellbeing support
  • Flexible benefits to suit your lifestyle
  • Strong long-term career progression opportunities
  • Supportive and collaborative working culture

This is a fantastic opportunity to join a forward-thinking business that genuinely values its people and offers long-term career development within a growing wealth management environment.