Paraplanner - Northampton, United Kingdom - CAPIO RECRUITMENT LIMITED
Description
Job Title - Paraplanner
Location - Northampton
Salary - £30,000 - £40,000
Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for an experienced Paraplanner to join a practice in Northampton.
The role itself will be working 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 researchingfurther products.
This role would really suit someone who is looking to establish themselves within an ambitious, yet sociable team who have made considerable growth, whilst maintaining client satisfaction.
What our client will offer you:
- Competitive salary based on experience
- Annual Bonus
- Attractive benefits package
- Flexible working options
- Ongoing training and development
Required experience:
- Diploma qualified and ambitions to take further exams
- 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
More jobs from CAPIO RECRUITMENT LIMITED
-
Ifa Administrator
Norwich, United Kingdom - 3 weeks ago
-
Commercial Account Handler
Northamptonshire, United Kingdom - 5 days ago
-
Trade Mark Attorney
Manchester, United Kingdom - 2 days ago
-
Senior Account Executive, Bristol
Bristol, United Kingdom - 2 weeks ago
-
Paraplanner
Watford, United Kingdom - 2 weeks ago
-
Property Owners Personal Lines Account Handler
Birmingham, United Kingdom - 1 week ago