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Paraplanner

Capio Recruitment Financial Planning
Posted 8 days ago, valid for 5 days
Location

Market Harborough, Northamptonshire LE168QU, England

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job title is Paraplanner, located in Market Harborough with a hybrid/remote work setup.
  • The salary range for this position is £35,000 - £42,000 per year.
  • Candidates should have Paraplanning experience within a Financial Planning firm and be Level 4 Diploma qualified.
  • The role involves writing suitability reports, conducting financial analysis, and collaborating with advisers to support clients.
  • The firm is known for its client-first approach and supportive culture, making it an excellent opportunity for career growth.

Job Title: Paraplanner

Location: Market Harborough (Hybrid/Remote)

Salary: £35,000 - £42,000

Are you a detail-oriented financial professional ready to take your Paraplanning career to the next level?

We’re working with a highly respected firm of Independent Financial Planners based in Market Harborough. Known for their client-first approach and supportive, collaborative culture, this firm has earned a stellar reputation in the industry — and they’re growing.

Following a period of strong expansion, they're looking to add an experienced Paraplanner to their thriving team. You’ll play a key role in supporting their advisers across a wide variety of private and corporate cases, giving you the chance to truly flex your technical knowledge and grow your expertise in a dynamic environment.

What you’ll be doing:

  • Writing detailed, tailored suitability reports
  • Conducting cash flow forecasting and financial analysis
  • Researching providers, products, and solutions
  • Collaborating with advisers and supporting clients with clarity and care
  • Helping deliver holistic, solutions based, high-quality advice in both private client and corporate benefits settings

Why join them?

  • A generous benefits package including enhanced time off and protection policies
  • A hybrid/remote setup that supports work-life balance
  • A culture that values collaboration, professional respect, and progression

What we’re looking for:

  • Paraplanning experience within a Financial Planning firm
  • Level 4 Diploma qualified
  • Confident communicator — written and verbal — with a client-focused mindset
  • Strong technical knowledge of pensions, investments, and FCA regulations

If you’re looking for a role where your expertise will be valued, your career will be supported, and your work will make a real impact — we’d love to hear from you.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.