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Senior Technical Paraplanner

Closing date
28 Sep 2021

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Job Title: Senior Technical Paraplanner

Location: City of London

Salary: £50,000 - £60,000

The Company:

Our client is an independent financial advisory form who provide a holistic approach for both corporate and individual clients on a variety of financial products.

The team are having a great year with more clients than ever joining their firm and they are therefore in need of some support. They provide training and encouragement for progression but are in need of a paraplanner that can manage their own time well.

Personal progression is available and encouraged to everyone who joins this firm. So, whether you are looking to progress into a more senior position within a company or train as an independent financial advisor, this firm can provide the structure.

The Role:

This role would sit within the back-office function of the business and provide support to the financial advisers and their clients. However, a large element of the role will be client facing as the firm feels that paraplanner should be able to get involved with the whole advice process which includes attending client meetings, making suggestion and challenging advisors.

The ideal candidate would be someone with an in-depth knowledge of investments who wants to make a difference within a firm. This position would be a great fit for either a career paraplanner that wants more involvement in the planning process or an aspiring financial advisor who wants some hands-on experience and training dealing with client regularly.

They are a close-knit team, and they need someone they can trust to pitch in where need. There is a level of flexibility with this role and remote working options are also available.

The Required Skills:

- Several years paraplanning experience.

- Report writing.

- Cash flow modelling.

- In-depth analysis.

- Diploma Qualified.

- Several Advanced Exams.

Desired Skills:

- Chartered Status.

- Confident Using systems such as Intelligent Office, Voyant, Cashcalc & FEAnalytics.

- Experience managing a paraplanning team.


- Remote working options.

- Training and exams support.

- Growing firm with endless opportunities.

- Very competitive salary.

- Supportive environment.

If you are interested in learning more about this role, then please get in touch at Capio.
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