At a Glance
- Tasks: Support financial planning by providing expert paraplanning services and analysis.
- Company: Join a respected financial planning firm with a collaborative culture.
- Benefits: Enjoy private medical insurance, life assurance, and competitive salary.
- Other info: Hybrid working model with a supportive and forward-thinking team.
- Why this job: Make a real impact in clients' financial journeys while growing your career.
- Qualifications: Level 4 qualified with proven paraplanning experience and strong analytical skills.
The predicted salary is between 49500 - 60500 £ per year.
If you’re looking for a position where your technical expertise is genuinely valued, not just tick boxed, this could be the move you’ve been waiting for.
We’re partnering with a growing, highly respected financial planning firm known for its collaborative culture, quality first approach and commitment to delivering meaningful client outcomes. As part of their continued growth, they’re looking to appoint an experienced Paraplanner to join their supportive and forward-thinking team.
What We’re Looking For
- Proven Paraplanning experience within financial planning / wealth management
- Diploma in Regulated Financial Advice (Level 4) or equivalent
- Strong understanding of the end to end advice process
- Excellent product, provider and risk analysis skills
- Solid grasp of regulatory and governance requirements
- Highly organised with exceptional attention to detail
- Strong written and verbal communication skills
- Confident report writer with strong numeracy
- Experience with Xplan or similar financial planning systems
The Benefits
- Private Medical Insurance
- Life Assurance (8x salary)
Paraplanner in Edinburgh employer: Cap Resourcing Ltd Careers
Join a dynamic and innovative team as a Bid Manager in London, where you'll have the chance to work on high-profile international projects within a creative environment. Our company offers a comprehensive benefits package, including private medical insurance and opportunities for professional development, ensuring that you can grow your skills while contributing to exciting architectural and design-led initiatives. With a strong focus on collaboration and knowledge sharing, we foster a supportive work culture that values your expertise and encourages meaningful contributions.
Contact Details:
Cap Resourcing Ltd Careers Recruitment Team
