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Job Title: Paraplanner
Location: Wiltshire
Salary: £35,000 - £42,000
The opportunity to join a Regional Independent Financial Advice firm dedicated to providing exceptional wealth management services to their clients. Their team of experienced professionals is committed to delivering tailored solutions and comprehensive support to help their clients achieve their financial goals.
They offer a fantastic working environment and culture, as well as a comprehensive benefits package and flexible working. Development and progression is something they love to push as a company, allowing you to develop your knowledge and progress through the company.
What they offer you:
- Hybrid working
- Additional company annual bonus
- Death in Service Benefit
- Free On-site Parking
- Full exam and study support
Responsibilities:
- Writing detailed suitability reports for a variety of cases
- Performing fund and product research
- Updating and using back-office systems and various research tools
- Working on complex pension cases, including Defined Benefit transfers.
Requirements:
- Previous experience working within a Paraplanning role for a financial planning firm
- Level 4 Diploma Qualified or equivalent (Chartered Desirable)
- Comfortable dealing with clients, advisers and providers
- Excellent skills in both written and verbal communication
- Willingness to develop and undertake industry relevant qualifications
- Excellent time management and organisational skills
- Proficient using back-office systems, provider platforms and other IT systems
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
