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Paraplanner

Winchester
CAP Resourcing LTD
Posted: 1 January
Offer description

Paraplanner - minimum level 4 qualifiedWinchester - Hybrid (2 days in the office)Full time Salary up to £53k plus annual bonusWe’re looking for an experienced Paraplanner to join a growing team in Winchester. You will play a key role in supporting a group of highly qualified Financial Planning Directors dealing with high net worth clients.This is a client focused role where you’ll be preparing and writing high quality advice, supporting client meetings, and helping clients achieve their long-term financial goals.What we’re looking for:CII Diploma in Financial Planning (essential); Chartered status desirableAt least 2–3 years’ paraplanning experienceStrong technical knowledge of UK tax, pensions, and estate planningExcellent organisational skills and attention to detailWhat’s on offer:Hybrid working and a supportive, developmental environment. 2 Days in the office9% Pension, 8x DIS, Private MedicalFull exam support to continue progressing your careerThe chance to work alongside a collaborative team of financial planners and paraplannersIf you’re a motivated paraplanner looking for variety, challenge, and career progression, we’d love to hear from you.

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