Paraplanner
other jobs Capio Recruitment Financial Planning
Added before 63 Days
- England,South West,Wiltshire
- full-time
- £32,000 - £40,000 per annum, negotiable
Job Description:
Job Title: Paraplanner
Salary: £32,000 - £40,000
Location: Chippenham
This is a fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based near Chippenham and specialise in providing a tailored solution to their clientele across a range of advice areas. They have a niche client area and are experiencing a period of growth following a healthy phase for the business.
They are looking for a personable and enthusiastic individual to join the team and to provide technical support to their team of experienced financial planners. This is an excellent opportunity for an experienced paraplanner who is looking to support a director with some HNW clients across some complex advice areas.
They are a friendly and rewarding firm, who offer flexibility, private medical insurance, death in service, company pension and on-site parking.
The Role:
The role would involve understanding client needs and objectives in order to deliver tailored recommendations to the financial planner.
The role would be varied but would involve compiling suitability reports, conducting research, annual reviews, implementing recommendations and working directly with clients, and ensuring high-quality compliance on the advice that is being given.
You would be working with one of the senior finanical planners and directors at the firm and there would be complex areas of advice for high net worth clients, so this role would suit an experienced paraplanner who is looking for a new challenge.
The Required Skills:
* Level 4 Diploma qualified, or significant progress made towards this.
* Experience of providing paraplanning support within a financial planning / wealth management firm previously.
* Good communication skills and comfortable dealing with clients face to face, on the phone and through written correspondence.
* Strong technical knowledge, particularly around pensions and investments, along with a desire to continue developing this.
* Good understanding of the FCA and how a Financial services firm operates.
Salary: £32,000 - £40,000
Location: Chippenham
This is a fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based near Chippenham and specialise in providing a tailored solution to their clientele across a range of advice areas. They have a niche client area and are experiencing a period of growth following a healthy phase for the business.
They are looking for a personable and enthusiastic individual to join the team and to provide technical support to their team of experienced financial planners. This is an excellent opportunity for an experienced paraplanner who is looking to support a director with some HNW clients across some complex advice areas.
They are a friendly and rewarding firm, who offer flexibility, private medical insurance, death in service, company pension and on-site parking.
The Role:
The role would involve understanding client needs and objectives in order to deliver tailored recommendations to the financial planner.
The role would be varied but would involve compiling suitability reports, conducting research, annual reviews, implementing recommendations and working directly with clients, and ensuring high-quality compliance on the advice that is being given.
You would be working with one of the senior finanical planners and directors at the firm and there would be complex areas of advice for high net worth clients, so this role would suit an experienced paraplanner who is looking for a new challenge.
The Required Skills:
* Level 4 Diploma qualified, or significant progress made towards this.
* Experience of providing paraplanning support within a financial planning / wealth management firm previously.
* Good communication skills and comfortable dealing with clients face to face, on the phone and through written correspondence.
* Strong technical knowledge, particularly around pensions and investments, along with a desire to continue developing this.
* Good understanding of the FCA and how a Financial services firm operates.
Job number 1470235