Paraplanner

  • Cap Resourcing Ltd
  • Droitwich, Worcestershire
  • Oct 06, 2025
Full time Banking Finance

Job Description

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.