At a Glance
- Tasks: Support financial advisers by conducting research and creating detailed reports.
- Company: Respected financial planning practice with a focus on client satisfaction.
- Benefits: Up to £42,000 salary, hybrid working, and fully funded professional development.
- Other info: Great career progression opportunities and supportive work environment.
- Why this job: Join a collaborative team and make a real impact in financial planning.
- Qualifications: Experience in paraplanning and strong analytical skills required.
The predicted salary is between 42000 - 42000 £ per year.
A highly respected and growing Financial Planning Practice is looking for an experienced Paraplanner to join their collaborative team. This is a fantastic opportunity to be part of a client focused firm known for delivering high quality advice across investments, retirement planning, tax and estate planning.
Working closely with Advisers and Administrators, you’ll play a key role in the advice process, carrying out technical research, analysing client needs and producing high-quality suitability reports.
What we’re looking for:
- Previous experience in a Paraplanning role
- Strong analytical and report writing skills
- Knowledge of pensions, investments, tax & estate planning
- Experience using tools such as Voyant and Analytics
- Part-qualified or fully qualified candidates welcome
In return, you’ll join a supportive business that genuinely invests in its people, offering funded professional development, clear progression and salary increase as qualifications are achieved.
If you’re looking for flexibility, career progression and the chance to join a highly regarded Practice, we’d love to hear from you.
Paraplanner in Edinburgh employer: Cap Resourcing
Join a dynamic and innovative team in Bristol as a Junior Business Development Executive, where your contributions will directly impact the company's growth. Enjoy a supportive work culture that prioritises employee wellbeing, offers flexible hybrid working arrangements, and provides ample opportunities for professional development. With competitive salary packages, generous benefits, and a collaborative environment, this role is perfect for ambitious B2B sales professionals looking to thrive in their careers.
