Cap Resourcing Ltd

Paraplanner (minimum level 4 qualified) Exeter Hybrid Working Salary - £45,000 - £50,000 (DOE & qualification) A fantastic opportunity has arisen for an experienced Paraplanner to join a highly regarded financial planning business in their growing Exeter office. Working closely with an experienced Financial Planning Director, you'll play a key role in delivering high quality, client focused financial planning advice and ongoing support to high-net-worth clients. The Role • Preparing and writing detailed suitability reports • Supporting annual client reviews • Producing cashflow modelling and research • Attending client meetings and preparing meeting notes • Working collaboratively with advisers and wider stakeholders • Contributing to process improvements and best practice initiatives What's on Offer • Hybrid working • Full exam support • Supportive and collaborative environment • Strong focus on professional development and progression • Opportunity to work with a highly experienced team About You • Minimum 3 years' paraplanning experience • Diploma qualified (essential) • Chartered status desirable • Strong technical knowledge across pensions, tax planning, investments and estate planning • Organised, proactive and client-focused approach If you're looking to join a respected firm where you can continue to develop your career in a supportive environment, we'd love to hear from you. Please feel free to get in touch for a confidential conversation.

Were hiring: Platform Data Specialist Bristol Are you a detail-driven data expert with a passion for financial services? Were looking for a Platform Data Specialist to join a fast-growing wealth management business. This is a high-impact role where youll combine data analysis with platform expertise to deliver on major projects such as asset migrations, M&A activity, due diligence, and regulatory ana click apply for full job details

Paraplanner Droitwich (Hybrid) We're looking for an experienced Paraplanner to join a highly respected, client-focused financial planning firm based in Droitwich. This is a fantastic opportunity for someone with a strong technical background to support advisers in delivering tailored, high-quality advice. About the Company: This firm has built its reputation on trust, integrity, and long-term client relationships. They foster a collaborative, supportive environment where your skills and ideas are valued. Professional development is encouraged, with clear paths for career progression and opportunities to work alongside some of the most experienced advisers in the industry. Key Requirements: Minimum Level 4 qualification in financial planning (ideally Chartered). Proven experience in paraplanning within a financial services environment. Strong technical knowledge of investments, pensions, protection, and tax planning. Excellent attention to detail and ability to produce clear, accurate financial reports. Strong communication skills and ability to build positive relationships with advisers and clients. What's on Offer: Hybrid working arrangements - flexibility to work in the office and remotely. A supportive, professional team where your contribution is recognised. Opportunities for continuous learning, professional growth, and career progression. The chance to work with a firm that genuinely values its people and clients alike. If you're a qualified paraplanner ready to take the next step in your career and join a firm where your expertise is truly valued, we'd love to hear from you.