Technical Paraplanner
other jobs Capio Recruitment Financial Planning
Added before 44 Days
- England,East Midlands,Nottinghamshire
- full-time
- £35,000 - £45,000 per annum, negotiable
Job Description:
Salary: £35,000 - 45,000 (Dependent on experience)
A brilliant opportunity for an experienced Paraplanner to join a highly reputable business founded over 20 years ago. They are seeking to expand their team of Paraplanners to help aid their growth plans and set the business up for further success. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele, their clients are at the forefront of their business.
They have multiple offices across the UK and are a growing presence nationally.
The business is built around having a friendly culture based around working together to achieve the best results. Along with promoting talent internally and offering their employees the best chance of building a career with them, they love to shout about their individuals’ successes. Their commitment to their employees is evident through their healthy benefit offering including
The Role
This role would involve supporting the Adviser Team in tax calculations, fund and product research and attending client meetings. To add to this, preparing case files and writing suitability reports to a high standard. Additionally, this individual will work with high levels of accuracy and attention to detail through all aspects of the role.
This role would be perfect for an enthusiastic individual who has experience of working within a Financial Planning or Wealth Management firm and is looking for a supportive, friendly environment in which to continue their career.
The Required Skills:
* Experience Paraplanning within an IFA or Wealth Management environment is highly desirable
* Familiarity with major research systems such as FEAnalytics, Voyantetc would be advantageous.
* Experience of the Pension Transfer market is desirable but not essential.
* Ability to communicate professionally and clearly whilst maintaining and developing professional relationships.
* Displays relevant knowledge of relevant regulation and legislation.
If you are interested in hearing more about this position, please get in touch with us at Capio.
A brilliant opportunity for an experienced Paraplanner to join a highly reputable business founded over 20 years ago. They are seeking to expand their team of Paraplanners to help aid their growth plans and set the business up for further success. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele, their clients are at the forefront of their business.
They have multiple offices across the UK and are a growing presence nationally.
The business is built around having a friendly culture based around working together to achieve the best results. Along with promoting talent internally and offering their employees the best chance of building a career with them, they love to shout about their individuals’ successes. Their commitment to their employees is evident through their healthy benefit offering including
The Role
This role would involve supporting the Adviser Team in tax calculations, fund and product research and attending client meetings. To add to this, preparing case files and writing suitability reports to a high standard. Additionally, this individual will work with high levels of accuracy and attention to detail through all aspects of the role.
This role would be perfect for an enthusiastic individual who has experience of working within a Financial Planning or Wealth Management firm and is looking for a supportive, friendly environment in which to continue their career.
The Required Skills:
* Experience Paraplanning within an IFA or Wealth Management environment is highly desirable
* Familiarity with major research systems such as FEAnalytics, Voyantetc would be advantageous.
* Experience of the Pension Transfer market is desirable but not essential.
* Ability to communicate professionally and clearly whilst maintaining and developing professional relationships.
* Displays relevant knowledge of relevant regulation and legislation.
If you are interested in hearing more about this position, please get in touch with us at Capio.
Job number 1554162