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6 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Capio Recruitment. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay rangeDirect message the job poster from Capio Recruitment Connecting reputable Financial Planning firms and Financial Service professionals, creating synergy.Job Role: Paraplanner Location:Shrewsbury – Office Based with 1-day WFH after probation We are working with a firm committed to a client centric approach, focusing on helping clients achieve financial freedom and security at every stage of life. They pride themselves on providing exceptional service and maintaining professional relationships. Therefore, we are seeking a highly motivated and experienced Paraplanner to join a growing financial planning business. This is an excellent opportunity to play a key role while delivering exceptional service to clients and also offers opportunities for career growth. About the Role As a Paraplanner, you will be responsible for providing one on one support to a specific advisor and client bank, really building on genuine relationships and providing an exceptional service. You will write reports conduct research and produce cashflow models. The ideal candidate pays strong attention to detail, be analytical and work with a high level of communication. Key Responsibilities Identify the appropriate information to produce cashflow forecasts. Carry out research on a variety of products and providers. Ensure alignment with FCA regulations. Prepare complex financial planning reports and calculations. Build genuine client relationships and provide professional support across Advisors, other Paraplanners, Client, Providers and other colleagues. About You Level 4 Diploma or equivalent with a minimum of two years’ experience as a Paraplanner. Competent with financial systems such as Defaqto, FE Analytics, Selectapension, and CashCalc. Excellent verbal and written communication skills with a keen attention to detail. Ability to compose professional and bespoke content for reports and client communications. Remuneration and Benefits A good holiday offering with birthday day off and Christmas/New Year closure and increase after a specific time of service. Private Medical Insurance and Death in Service benefit after probation. Discretionary bonus scheme of up to 20% of salary. Study and exam support. Seniority levelSeniority level Associate Employment typeEmployment type Full-time Job functionJob function Finance Referrals increase your chances of interviewing at Capio Recruitment by 2x Get notified about new Paraplanner jobs inShrewsbury, England, United Kingdom . Senior Administration Officer- Courts(Ref: 4826)Shrewsbury, England, United Kingdom 3 weeks ago Weston-Under-Lizard, England, United Kingdom 12 hours ago Administrator - Adult Audiology & Hearing TherapyOswestry, England, United Kingdom 12 hours ago Telford, England, United Kingdom 1 month ago Telford, England, United Kingdom 1 month ago Bridgnorth, England, United Kingdom 10 hours ago Bridgnorth, England, United Kingdom 1 day ago Shrewsbury, England, United Kingdom 5 days ago Casual Childrens Services Business Support OfficerTelford, England, United Kingdom 3 weeks ago Telford, England, United Kingdom 1 week ago Telford, England, United Kingdom 2 weeks ago Domestic Assistant - Broadmeadow Registered Care CentreTelford, England, United Kingdom 7 hours ago Oldbury, England, United Kingdom 1 week ago Chorley, England, United Kingdom 3 weeks ago Oldbury, England, United Kingdom 1 week ago Administration Assistant Apprentice @ Drayton Medical PracticeMarket Drayton, England, United Kingdom 2 weeks ago Shrewsbury, England, United Kingdom 2 weeks ago Telford, England, United Kingdom 3 weeks ago Service Administrator - FTC (Ref: 0031ZA)Shrewsbury, England, United Kingdom 4 days ago Shrewsbury, England, United Kingdom 3 weeks ago Shrewsbury, England, United Kingdom 2 weeks ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.#J-18808-Ljbffr