Technical Paraplanner (12 Month FTC)
other jobs Capio Recruitment Financial Planning
Added before 44 Days
- England,South West,Somerset,Bath and North East Somerset
- full-time
- £40,000 - £50,000 per annum
Job Description:
Job Title: Technical Paraplanner (12 Month FTC)
Location: Bath, UK
Salary: £40,000 to £50,000 plus performance bonus & company benefits package
We are currently working alongside one of the UK’s leading wealth mangers to help secure a new member of the Paraplanning team in Bath. Due to maternity cover we require an experienced Paraplanner to initially come in and work on a fixed term contract providing support to a number of Financial Planners and the existing team. This will involve producing detailed suitability reports and robust financial plans to help the firm deliver first-class advice service to clients.
Responsibilities include:
* Providing technical support for both the advice support teams and Financial Advisers.
* Produce high quality financial analysis and suitability letters.
* Prepare client review information for any new or existing client meetings.
* Undertake research and produce cash flow modelling reports for clients.
Skills/Qualifications
* Candidates will have the Level 4 Diploma in Regulated Financial Planning.
* Previous experience within a fast paced Paraplanning role is essential.
* An excellent communicator, who is able to to build strong working relationships with colleagues and clients.
* A team player, who others can rely on.
For further detail please contact Joe Cowell at Capio Recruitment
Location: Bath, UK
Salary: £40,000 to £50,000 plus performance bonus & company benefits package
We are currently working alongside one of the UK’s leading wealth mangers to help secure a new member of the Paraplanning team in Bath. Due to maternity cover we require an experienced Paraplanner to initially come in and work on a fixed term contract providing support to a number of Financial Planners and the existing team. This will involve producing detailed suitability reports and robust financial plans to help the firm deliver first-class advice service to clients.
Responsibilities include:
* Providing technical support for both the advice support teams and Financial Advisers.
* Produce high quality financial analysis and suitability letters.
* Prepare client review information for any new or existing client meetings.
* Undertake research and produce cash flow modelling reports for clients.
Skills/Qualifications
* Candidates will have the Level 4 Diploma in Regulated Financial Planning.
* Previous experience within a fast paced Paraplanning role is essential.
* An excellent communicator, who is able to to build strong working relationships with colleagues and clients.
* A team player, who others can rely on.
For further detail please contact Joe Cowell at Capio Recruitment
Job number 1549543