Hybrid Paraplanner for Financial Planning

CAP Resourcing LTD

A financial services firm in Greater London is seeking an experienced Paraplanner to support Financial Planning Directors. Ideal candidates have at least 2-3 years of paraplanning experience and...

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Hybrid Paraplanner for Financial Planning

CAP Resourcing LTD

Updated 1 hour ago
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England 📅 2026-04-10

About this role

A financial services firm in Greater London is seeking an experienced Paraplanner to support Financial Planning Directors. Ideal candidates have at least 2-3 years of paraplanning experience and strong knowledge of UK tax and pensions. You will prepare client advice, help with client meetings, and a

About the Company

CAP Resourcing LTD is a financial services recruitment firm specialising in providing skilled professionals to the finance sector.

Key Highlights

  • Support Financial Planning Directors in client advice preparation
  • Assist in client meetings and goal achievement
  • Ideal for candidates with 2-3 years of paraplanning experience
  • Opportunity to work in a dynamic Greater London environment

💡 Honest Take: This role may suit those looking to leverage their experience in a supportive capacity, but expect the demands of a fast-paced financial services environment.

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