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Job Title: Paraplanner Location: Southampton Salary: £35,000+ (DOE) This is an excellent opportunity to join a well-established and growing financial planning firm based in Southampton. The business has built a strong reputation for delivering high-quality, tailored advice and offers a supportive and collaborative working environment. They are looking to appoint a Paraplanner who can provide technical and research support to Financial Advisers, helping ensure clients receive clear, well-structured recommendations and an outstanding overall service. The Role: • Provide technical support to Financial Advisers across a range of planning cases, • Carry out research on investments, pensions, and protection solutions, • Prepare review documentation and supporting analysis, • Draft suitability reports aligned to client objectives, • Assist in developing financial planning strategies and recommendations, • Maintain accurate client records and ensure compliance standards are met The Required Skills & Experience: • Experience within paraplanning or financial services technical support, • Level 4 Diploma qualified or actively working towards completion, • Good understanding of core financial planning products, • Strong analytical and organisational skills, • High attention to detail and ability to manage workloads effectively, • Motivated to develop professionally within a planning environment What’s on Offer: • Friendly and professional team culture, • Opportunity to build technical expertise and progress your career, • Support with professional development and further qualifications, • Stable and growing business with long-term opportunities To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.

Paraplanner Location: Farnborough / Remote- 1 day a month in the Farnborough office Salary: £45,000-£50,000 Join a collaborative, professional team where your analytical and research skills will contribute to delivering holistic financial advice across pensions, investments, protection, and estate planning. As a Paraplanner, youll play a vital role in supporting financial consultants by preparing high-quality suitability reports, conducting whole-of-market research, and ensuring client advice is compliant, accurate, and tailored to their objectives. Key Responsibilities: Analyse FactFinds and meeting notes to ensure completeness and compliance. Conduct technical research and draft holistic suitability reports across a range of financial planning areas including IHT, Bonds, Trusts, AIM, Pensions, and Drawdown. Liaise with providers to obtain accurate policy information. Ensure all documentation is complete and compliant for processing. Maintain internal systems to reflect real-time case progress and outcomes. Collaborate with consultants, compliance, and business support teams to enhance service quality. Mentor colleagues in specialised areas and contribute to knowledge sharing. Keep up to date with market developments and maintain CPD. Qualifications & Experience: Proven Paraplanning experience across pensions, investments, and protection. Strong technical knowledge in holistic financial planning (IHT, Bonds, Trusts, AIM, Drawdown). Comfortable using Microsoft Office and provider systems. QCF Level 4 Diploma (essential) CII J09 and/or working towards Chartered status (desirable) Skills: Meticulous attention to detail with strong analytical skills. Proactive and confident communicator. Organised and efficient, capable of meeting deadlines in a target-driven environment. Team player with a desire to mentor and share knowledge. Benefits: Private Medical Insurance Income Protection (75% of salary for 3 years) Life Assurance (4x salary) Critical Illness Cover (£50,000 lump sum) Employer Pension Contribution (6%) JBRP1_UKTJ

Paraplanner (Work Life Balance)£40,000 - £50,000 + Pension + 33 Days Holiday + Bonus + Training + European Weekends AwayBordon, HampshireAre you an Paraplanner looking to join a stable Financial Services business known for looking after their staff, offering a great working environment, 33 days' h

Apply today or message CAP Resourcing for a confidential conversation.

CAP Resourcing is partnering with a values-led, client-first financial planning firm that believes exceptional advice is only possible when talented people are empowered to collaborate, lead, and grow. Proven experience as a Paraplanner, ideally in a senior or lead capacity. Excellent attention to d

Paraplanner - £38,000 to £50,000 (DOE) Hybrid Working - 1 Day in Office or Fully Remote for the Right Candidate** Due to continued business growth, we are seeking an experienced and technically skilled Paraplanner to join our expanding team. As part of this evolution, we are looking fo

Our client is looking for a Paraplanner RDR Level 4 to join their team on a permanent basis in London.

Leeds (Hybrid – 2 days from home).Up to £50,000 basic salary + bonus.Monday to Friday - Core office hours.Outsource UK is recruiting for an experienced.This is an excellent opportunity to become part of a dynamic team at an exciting stage of development.Over the next five years, there will be sig

If you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you.

This is a full-time role for a Paraplanner based in Chester, with the flexibility to work from home when needed. The Paraplanner will be responsible for supporting Financial Advisor by creating detailed reports, conducting financial analysis, and assisting in the development of comprehensive financi

Specialist Recruiters in Financial Services.Trowbridge, Wiltshire (Hybrid part office-based, part home working).This is an opportunity to join a forward-thinking, award-winning wealth management firm with a strong reputation for delivering e.

With the view to grow and continue their award winning service our client is in the market for a Paraplanner. As the Paraplanner, youll join a collaborative and driven firm who look to push them and their clients to the next level.

Thrive Group are delighted to be actively recruiting for our client, who are experts in providing tailored financial planning advice.Supporting the Consultants ahead of client meetings.Preparing compliant, technical suitability reports and ‘Financial Life Plan' reports detailing the C.

We are seeking a Paraplanner for one of the UKs leading wealth management and financial planning groups. Known for its independent advice, strong values, and commitment to developing its people, the firm is recruiting within its Leicester office and looking for an experienced Paraplanner to join the

Paraplanner (Progression to Financial Advisor). Are you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to financial advisor in 3 years and funded qualifications and increasing pension with ser.

Paraplanning Associate / Junior Paraplanner. An excellent opportunity has arisen for an ambitious and technically minded individual to join a growing Paraplanning team as a Paraplanning Associate / Junior Paraplanner.

ParaplannerCompany DescriptionOur client is a professional financial services firm that provides a comprehensive range of wealth management and financial planning solutions to individuals, families, and businesses.

I am looking for multiple Paraplanners to join an established Financial Advisor Support Team consisting of circa 40 Individuals to come in and hit the ground running to support a number of initiatives including - Estate planning, Drawdown, Pension switching and replacement business init. Paraplanner

ParaplannerLeicestershire (Our Ref AL1390)Hybrid option available up to 2 days working from home (not obligatory), after successful completion of probationary period. Salary £35,000 - £38,000 dep on exp + benefitsMy client is an Independent Financial Adviser company, situated on the outskirts of

Holidays: 28 days, (4 days kept for Christmas) plus statsPensionDISAnnual bonus and salary reviewVarious Company expensed events during the yearStudy days and full exam funding, including study materialFree parkingCandidate Requirements:Must have at least 2 years experience working as a Paraplanner

Paraplanner (Wealth Management) £35,000 - £40,000 + Career Development + 33 days holiday + Bonus + Yearly Pay reviews + Progression to Financial Advisor within 3 years Weston-Super-MareAre you a Paraplanner looking to join a collaborative wealth management firm which will offer you progression to

TECHNICAL PARAPLANNER (HOME-BASED). We are working with a leading HNW/UHNW boutique IFA who is seeking an experienced Technical Paraplanner to support their Advisers and play a key role in delivering high-quality financial planning solutions on a fully remote basis.

Their Paraplanners play a key role in supporting our consultants and wider teams by delivering high-quality technical and investment advice support across a wide range of client needs.

Due to rapid business growth, we are looking for an eager Financial Planning professional to join us as a Trainee Paraplanner, with the view of being part of our journey as a fast-growing FinTech.

Senior Paraplanner Day-to-Day duties:. Senior Paraplanner Qualifications:.

As a Senior Paraplanner, you’ll apply strong technical knowledge across pensions, investments, protection, and tax planning to prepare detailed research, cashflow models, and suitability reports. Alongside your core responsibilities, you’ll have the chance to mentor junior paraplanners, share be

As a Senior Paraplanner, you’ll work closely with their Financial Planners to support the delivery of personalised financial strategies for clients. Provide guidance to less experienced paraplanners and support their development.

ParaplannerIf you are an experienced Paraplanner looking for a job where you can use your technical expertise, contribute to high quality advice, and grow within a forward-thinking financial planning firm, this opportunity could be ideal for you.

ParaplannerSalary Range: £40K-£65K paLocation: working from homeWorking days/ hours: flexible depending on the candidateAn exciting opportunity has arisen to join an existing small team within an independent, whole-of-market, Chartered Financial Advice firm based in the City of London.

Brook Street (UK) Limited is delighted to be recruiting a Paraplanner for our Belfast client.

Company description:At Rathbones, we help people invest their money well, so they can live well.That means more than financial returns its about helping people feel confident in their decisions and supported in their future.We dont just manage money, we guide people through lifes big moments, helpi

ParaplannerLocation: Solihull - Hybrid or remote workingSalary: £40,000 + comprehensive benefits packageWe are an SJP Partner Practice based in Solihull and are looking to appoint an experienced Paraplanner to join our expanding team.