Paraplanner

Job Title -Paraplanner

Location - Nottingham

Salary - £30,000 - £40,000

Job Description:

Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for an experienced Paraplanner to join a practice in Nottingham. The firm prides themselves on their dynamic approach to financial advice which is tailored to their client’s needs. Alongside their Chartered status, they have an excellent level of technical knowledge particularly around pensions, income protection and cashflow.

You will be working collaboratively with the firms financial planners and within the close-knit wealth management team who offer holistic advice to high-net-worth clients. Day-to-day duties include producing suitability reports, cash flow modelling, risk profiling and exposure, whilst also researching further products.

Our award winning client has experienced impressive growth over the recent years and they are looking for someone to join, embrace the growth and be part of an industry leading team.

What our client will offer you:

• Hybrid working with flexible hours
• Competitive salary based on experience
• A positive team environment with a breadth of support and room to grow
• Paid for training and qualifications
• Healthy benefits package including a generous holiday with option to buy more holiday, online GP, work mobile phone, attractive pension contribution.

Required experience:

• Diploma qualified Paraplanner
• 3 or more years’ experience
• Good technical knowledge
• Strong attention to detail, organisation and a problem solving acumen
• Proficient in cash flow systems such as Voyant and Excel.

If you are interested in this opportunity and would like to discuss further, please contact Capio Recruitment and we would be happy to help!