Paraplanner in Winchester
CAP Resourcing LTD is looking for an Paraplanner in Winchester
Job description
Paraplanner
Winchester - Hybrid
Full time
Salary up to £53k plus annual bonus
We’re looking for an experienced Paraplanner to join a growing team in Winchester, and play a key role in supporting a group of highly qualified Financial Planning Directors.
This is a client focused role where you’ll be preparing and writing high quality advice, supporting client meetings, and helping clients achieve their long-term financial goals.
What we’re looking for:
- CII Diploma in Financial Planning (essential); Chartered status desirable
- At least 2–3 years’ paraplanning experience
- Strong technical knowledge of UK tax, pensions, and estate planning
- Excellent organisational skills and attention to detail
What’s on offer:
- Hybrid working and a supportive, developmental environment. 2 Days in the office
- 9% Pension, 8x DIS, Private Medical
- Full exam support to continue progressing your career
- The chance to work alongside a collaborative team of financial planners and paraplanners
If you’re a motivated paraplanner looking for variety, challenge, and career progression, we’d love to hear from you.
Extra information
- Status
- Open
- Education Level
- Secondary School
- Location
- Winchester
- Type of Contract
- Part-time jobs
- Published at
- 09-09-2025
- Profession type
- Accountancy
- Full UK/EU driving license preferred
- No
- Car Preferred
- No
- Must be eligible to work in the EU
- No
- Cover Letter Required
- No
- Languages
- English
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