Paraplanner

📍 Southampton | Office-based (1 day WFH after probation)

💰 Competitive Salary + Excellent Benefits

CAP Resourcing is partnering with a values-led, client-first financial planning firm that believes great advice starts with a collaborative team and a genuine commitment to clients. They are now seeking an experienced Paraplanner who wants to do more than simply process reports, someone who wants to add value, contribute ideas, and play a meaningful role in delivering high-quality financial advice.

This is an opportunity to join a supportive, professional environment where your technical expertise is respected, your development is encouraged, and your work directly contributes to positive client outcomes.

Working closely with Financial Planners and the wider team, you will play a key role in shaping client advice and ensuring recommendations are accurate, compliant, and tailored to individual needs.

• Previous experience working as a Paraplanner
• Level 4 Diploma in Financial Planning
• Strong technical knowledge across pensions, investments & protection
• Excellent attention to detail and analytical skills
• Clear communication and report‑writing ability
• A curious mindset and proactive approach
• Team spirit and commitment to delivering excellent client outcomes
• Experience leading or mentoring others (highly desirable)

• Christmas shutdown without using annual leave
• Life assurance & private medical insurance
• Supportive, collaborative team culture
• A business that values your ideas and invests in your future

This isn’t just another paraplanning role, it’s a chance to build a long‑term career with a firm that genuinely values its people and the clients they serve.

Apply today or message CAP Resourcing for a confidential conversation.