Paraplanner

Capio Recruitment Financial Planning

Posted a day ago, valid for 11 days

Taunton, Somerset TA4 1BY, England

£24,000 - £28,800 per annum

Full Time

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Sonic Summary

The job title is Paraplanner located in Taunton with a salary range of £35,000 to £45,000.
The company is an established Independent Financial Advice firm that emphasizes a client-focused approach to Financial Planning.
Key responsibilities include processing information post-meeting, writing suitability reports, performing product research, and ensuring compliance.
Candidates should have a Level 4 Diploma (or be close to completion) and previous experience in a similar Paraplanning role.
The position offers flexible working arrangements, including the option to work from home on a hybrid basis.

Job Title: Paraplanner

Location: Taunton

Salary: £35,000 - £45,000

The company:

The opportunity to join an established Independent Financial Advice firm based in Taunton, with a client focused approach to Financial Planning.

They focus on providing advice to both businesses and individuals from pension planning, protection, Inheritance and estate planning and investments and savings.

My client is looking for a Paraplanner to join their friendly team and to be able to provide seamless support to their financial planners.

This role offers flexible working with the ability to work from home on a hybrid basis.

Responsibilities:

- Processing information post meeting

- Writing and producing suitability reports

- Performing product and fund research

- Ensuring all tasks and client files are kept compliant

- Updating back office systems

- Analyse data and use research tools for client solutions

Requirements:

- Level 4 Diploma qualified or close to completion (Chartered Desirable)

- Previous experience working in a similar Paraplanning Role

- Analytical with good problem solving skills

- Previous experience using CRM systems and back office tools

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

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