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Paraplanner

Capio Recruitment Financial Planning
Posted 12 hours ago, valid for 17 days
Location

Kettering, Northamptonshire NN14 4AA, England

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 position is for an Experienced Paraplanner with a salary range of £40,000 - £50,000 depending on experience.
  • The job is located in Kettering and involves working for a well-established Independent Financial Planning firm.
  • Candidates should possess a Level 4 Diploma in Regulated Financial Planning or equivalent, with experience in client interaction.
  • The role includes supporting Financial Planners, producing suitability reports, and creating cash flow forecasts, with opportunities for internal progression.
  • The company offers hybrid working, 25 days of holiday plus bank holidays, and a supportive work environment with regular social events.

Job Title: Experienced Paraplanner

Salary: £40,000 - £50,000 Dependent on Experience

Location: Kettering

We are working with a well-established Independent Financial Planning firm with offices across the Midlands and London who are currently growing and therefore looking for an Experienced Technical Paraplanner to join their friendly team. Our client has a strong presence within the industry and pride themselves on their forward-thinking nature and boutique services.

This company provide advice across a diverse range of case types to both private individuals and corporate clients on cases such as Pensions, Investments, Tax Planning and IHT. Therefore, the role will be very varied and this firm ideally looking for an individual who can fit within this and employ their technical knowledge and develop their career further.

The Role:

As a Technical Paraplanner you will be directly working with the Financial Planning Administrators and supporting the Financial Planners of the business with your day-to-day including production suitability reports, creation of cash flow forecasts using FE Analytics and Cash Calc and assist with other relevant technical paperwork.

Alongside the day-to-day role, you will have a comprehensive training structure set out to assist your development within your career, with internal progression being a key part of their business. This firm heavily invest in growing and developing talent whilst providing a family feel environment, with regular social events.

The Required Skills:

  • Level 4 Diploma in Regulated Financial Planning or equivalent is essential. Working towards Level 6 is preferred.
  • Proficient using I/O and other CRM systems.
  • Experience with client interaction on phone, email and in person
  • Ambitious individual looking to join a leading Independent Financial Advisor
  • Excellent communication skills

What’s In It For You?

  • Hybrid working
  • 25 days holiday + bank holidays
  • Free car parking
  • Further exam support
  • DIS, company sick pay scheme
  • A fun and friendly work environment

If you are interested in hearing more about this position, please get in touch with us at Capio.

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.