Overview
Lead Recruitment Consultant (Midlands) - Connecting reputable Financial Planning firms and Financial Service professionals, creating synergy.
Senior Paraplanner
Bedfordshire (Hybrid and Flexible Working)
We’re working with a boutique, well-established financial planning firm based in Bedfordshire, seeking a technically strong Paraplanner to join a close-knit team and laid-back team of advisers and support staff.
This is a hands-on technical role ideal for someone who enjoys complex report writing, cashflow modelling, and estate planning – the opportunity to partake in client meetings will also present itself where value can be added.
You'll be working alongside a junior paraplanner and directly supporting advisers.
Key Responsibilities
* Writing suitability reports for reviews and recommendations
* Building and maintaining cashflow forecasts
* Performing technical calculations (e.g., IHT, bond gains)
* Collaborating with advisers and attending occasional client meetings
* Supporting the evolution of internal processes and reporting standards
Ideal Candidate
* Diploma qualified (or near completion), or multiple years’ paraplanning and report writing experience
* Strong understanding of pensions, investments, and tax planning
* Familiarity with back-office systems and financial planning tools
* Comfortable working as part of a small team and taking initiative
On offer
* Salary up to £50,000 (dependent on experience)
* 25 days holiday + bank holidays + birthday off
* Pension matched to 5%
* Flexible hours
* Onsite parking
* Funded social events
* Support for further qualifications
This is a great opportunity for someone seeking autonomy, technical challenge, and long-term stability within a professional but relaxed environment.
For more information, please contact Adele at Capio Recruitment for confidential conversation.
Seniority level
* Associate
Employment type
* Full-time
Job function
* Finance
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