Paraplanner (IFA Firm)

Paraplanner - North Essex (Hybrid, min. 2 days office)

Up to £48,000 + bonus National independent wealth manager

If you're a detail-driven Paraplanner who wants real influence on client outcomes (not just "report writing"), this team gives you genuine collaboration with advisers, space to do high-quality technical work, and clear support to progress - whether that's into senior technical, leadership or advice routes.

What you'll do

• Conduct research and analysis across pensions, investments, protection and tax planning.
• Produce detailed, compliant suitability reports and financial plans.
• Complete cashflow modelling, review preparation and provider due diligence.
• Work closely with advisers, contributing to client strategy meetings and process improvements.

You'll need

• Paraplanning experience within an IFA or wealth management environment.
• Level 4 Diploma qualified (or close to completion).
• Excellent report-writing, analytical and communication skills.

What's in it for you

• Hybrid working: 2 days a week in the Reading office, 3 from home.
• Structured career development: funded exams, mentoring, and clear routes into senior or advisory roles.
• Culture that values you: open, professional and team-oriented, with realistic workloads and flexibility.
• Ambitious environment: investor-backed, growth-focused, and committed to improving tech and client outcomes.

Benefits snapshot

Generous employer pension contribution

Private Medical Insurance

Death in Service + Critical Illness cover

Group Income Protection

Generous Holiday (Buy & Sell)

Electric car & cycle-to-work schemes

Professional study funding & exam support

For further information or a confidential discussion, contact the Financial Services team at Capio Recruitment with a copy of your CV: