Job Title: Paraplanner

Location: Nottingham

Salary: £40,000 – £55,000

About the Company:

An established, reputable, national wealth management firm supporting high-net-worth clients are seeking a Paraplanner to join their team. The business offers a structured and well-resourced environment, with a strong focus on technical excellence and long-term career development.

Role Summary:

This role will focus on delivering high-quality financial planning support to advisers, particularly across complex client cases involving estate planning and trusts. You will play a key role in ensuring suitability, accuracy, and technical integrity across client recommendations while contributing to ongoing client portfolio management.

Benefits:

• Strong pension contribution structure with employer contributions and salary sacrifice

• Group income protection and life insurance

• Private medical, dental, and critical illness options

• Health and wellbeing support including EAP and virtual services

• Discount schemes and gym membership support

• Cycle to work and green car schemes

• Flexible benefits platform

• Clear progression into advisory or leadership roles

Key Responsibilities:

• Prepare suitability reports: Deliver clear, compliant, and high-quality documentation across financial planning areas

• Support complex cases: Work on IHT, trusts, and estate planning scenarios alongside advisers

• Conduct technical research: Provide insight to support robust client recommendations

• Review client portfolios: Ensure ongoing suitability and alignment with client objectives

• Maintain client records: Ensure accuracy and compliance across all documentation

Requirements:

• Diploma in Regulated Financial Planning

• Chartered status or working towards (desirable)

• Strong experience with IHT and trusts

• Proven ability to write suitability reports

• Solid technical knowledge across financial planning

Please get in contact with the Team at Capio Recruitment to discuss this exciting opportunity further!