Paraplanning Manager - Nottingham, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Nottingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

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Description

Job Title - Paraplanning Manager

Location - Nottingham

Salary - £40,000 - £50,000

Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for a Paraplanning Manager to join a practice in Nottingham.

The firm prides themselves on their dynamic approach to financial advice which is tailoredto 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 within the close-knit wealth management team who offer holistic advice to high-net-worth clients.

Day-to-day duties will include being a senior member of team, supporting and developing the Paraplanners whilst also providing high levelof technical support to the Chartered Paraplanners within the firm.

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:

Competitive salary based on experience
Attractive benefits package
Hybrid working with flexible hours
Ongoing training and development
Forward thinking firm with great progression routes

Required experience:

Chartered staff is preferred
Pension Transfer experience is essential
Multiple years' experience within an independent firm
Key understanding with the full range of financial products
Approachable, professional, and ambitious
Proficient in systems such as Microsoft 365 and FE Analytics, Dynamic Planner plus provider platforms

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment