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Job Title


Technical Paraplanner


Company : Capio Recruitment


Location : Springfield, Eastern


Created : 2025-05-15


Job Type : Full Time


Job Description

Technical Paraplanner | Up to 48,000 | Essex | Hybrid Working | Chartered Firm Are you a detail-driven Paraplanner looking for your next career move? Join a Chartered Financial Planning firm in Essex thats dedicated to excellence, innovation, and client-centric service.Take the next step in your career now, scroll down to read the full role description and make your application.Whats in it for you? Up to 48,000 Competitive salary that values your expertise Hybrid Working Flexibility to thrive both in-office and from home Career Growth Work within a business that supports your development Chartered Firm Be part of a team that upholds the highest standards What Youll Do: Prepare detailed and compliant suitability reports Conduct research and analysis on products and providers Support advisers with complex client needs and financial planning strategies Manage annual reviews and ensure top-notch documentation Contribute to process improvements and client service excellence About You: Proven experience as a Paraplanner within a financial planning environment Diploma qualified (Level 4) or working towards it Meticulous attention to detail and a knack for technical precision Strong organisational skills and a passion for client service Ready to elevate your career with a company that values your expertise? Apply now or reach out for a confidential chat! FinancialPlanning Paraplanner CareerGrowth HybridWorking EssexJobs WealthManagement CharteredFirm JoinTheTeam