Paraplanner - Guildford, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Guildford, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Paraplanner

Salary:
£35,000 - £45,000

Location:
Guildford

A well-established Financial Services firm that have a diverse range of clients across a Pensions, Investments, IHT, Mortgages, and protection cases are looking to grow their back-office team with the inclusion of a new paraplanner into the team.

They have won awards within the industry and have an excellent reputation, as well as offering a competitive benefits package.

So if you are looking to join a friendly team with a firm that can offer a good work/life balance, with a chance to develop yourcareer then this could be for you.

They pride themselves on their technical, professional service which is tailored to each client's needs.

The role would include working very closely with the firm's clients and the financial planners, as well as providing tailored paraplanning support acrossa range of cases including pensions, investments, mortgagees, tax and protection.

There is a friendly, professional team who place teamwork and collaboration at the heart of everything they do.

The Required Skills:

Experience working within a Financial Planning or Wealth Management Firm is essential.
An understanding of paraplanning with knowledge around technical research and Suitability report writing is desirable.
Level 4 Diploma Qualified with a desire to work towards Chartered status.
Personable professional who is comfortable dealing with clients both written and verbally.
A good understand and knowledge around pensions and investments

Benefits: