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Paraplanner

Capio Recruitment Financial Planning
Posted 17 hours ago, valid for 14 days
Location

Devizes, Wiltshire SN10 4RP

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The job title is Paraplanner located in Wiltshire.
  • The salary range for this position is £35,000 - £42,000.
  • Candidates are required to have previous experience working within a Paraplanning role for a financial planning firm.
  • The role involves writing suitability reports, performing fund research, and working on complex pension cases.
  • The company offers hybrid working, additional bonuses, and full exam support to encourage professional development.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.