Paraplanner - Milton Keynes, United Kingdom - CAPIO RECRUITMENT LIMITED
Description
Job Title:
Paraplanner
Salary:
£35,000 - £40,000
Location:
Milton Keynes
A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Milton Keynes and who specialise in provide a tailored solution to their clientele across a range of advice areas.
All of this is using the latest technology to add to their service, and they offer Pension reviews and cash-flow modelling to their clients.
They have a good reputation within the marketplace and the firm's Financial Planners are supported by the technical back office team.
This role would suit someone who is Diploma Qualified or on their way to this, and wants to test their technical knowledgewithin an established Financial Planning Firm.
This role would involve supporting the firms financial planners with suitability report writing, fact finding, risk profiling and being involved with some client meetings as well as liaising with the administrators at the firm.
There is a friendly, outgoing team at the firm and you will be an important part of that working within the paraplanners and administrators to provide a high quality service to the clients at the firm.
The Required Skills:
- Level 4 Diploma Qualified (advantageous)
- Experience of providing paraplanning support within a financial planning / wealth management firm previously.
- Strong technical knowledge, particularly around pensions and investments, along with a desire to continue developing this.
- Good understanding of the FCA and how a Financial services firm operates.
More jobs from CAPIO RECRUITMENT LIMITED
-
Senior Real Estate Solicitor
Exeter, United Kingdom - 2 weeks ago
-
Senior Legal Secretary
London, United Kingdom - 1 week ago
-
Legal Administrator
London, United Kingdom - 1 week ago
-
Paraplanner
Birmingham, United Kingdom - 2 weeks ago
-
Commercial Account Handler
Watford, United Kingdom - 3 weeks ago
-
Conveyancing Assistant
Leamington Spa, United Kingdom - 3 weeks ago