Senior Paraplanner – Wealth Planning Specialist

Job Description

CAP Resourcing LTD is partnering with a growing financial planning firm to appoint an experienced Paraplanner. The role focuses on paraplanning within wealth management, supporting the end-to-end advice process and ensuring high-quality analysis and reporting.

The ideal candidate will hold a Level 4 Diploma in Regulated Financial Advice, demonstrate strong numeracy and communication skills, and have experience with Xplan or similar systems.