Paraplanner - City of London, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED
CAPIO RECRUITMENT LIMITED
Verified Company
City of London, United Kingdom

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

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Job title:
Paraplanner_

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Location: London, hybrid working available_
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Salary: £40,000 - £45,000, dependant on experience and skills. _


About the firm
- winning Financial Planning team.


The company have over 200 offices in over 140 countries, providing exceptional audit, tax, and financial planning services to their clients aswell as providing equally fantastic opportunities and care for their staff.

Although they are a big firm, you won'tbe 'just a number' as individual training and development plans are created for each new member of the company, where your personal and professional goals will always be supported


Their Financial Planning team have gone from strength to strength in recent years and have been named as one of the Top Financial Planning Companies in the UK to work for.


The role
This exciting opportunity is perfect for an experienced Paraplanner who either;

  • Is a career Paraplanner and enjoys the technical side and client facing side of Paraplanning
OR

  • Is a Paraplanner who would like to move into advice in future
You will be expected to provide full Paraplanning support to the Adviser and a few of your responsibilities day to day will include;

  • Producing clear, high quality technical suitability reports.
  • Provide high quality technical, administrative and research.
  • Attend, when requested, client meetings with the Adviser.
  • Undertake whole of market research as required, including investments, pensions and protection plans.

Experience and Qualifications

  • Diploma qualified.
  • Minimum of 2 years previous experience in an Paraplanning role.
  • Previous experience writing suitability reports.
  • Knowledge of research tools (Financial Express Analytics, Iress The Exchange).
  • Proficient IT skills in core Microsoft Office systems.
  • Organisation and prioritisation skills.
  • A good understanding of regulatory requirements.
  • Excellent numerical, verbal and written communication skills with an eye for detail.
  • Experience using Intelliflo Office (preferable).
  • Experience of cashflow modelling.
  • A thorough knowledge of Pensions, Investments and Protection products.
  • A high level of technical knowledge and the ability to perform technical calculations.

What's in it for you?


This company really pride themselves on their fantastic culture and benefits, and are very big on their staff having a work/ life balance.

With this in mind, they have an incredibly extensive and industry competitive benefits package available to their staff.
Some benefits include, but are not limited to;

  • Life assurance 4 x salary
  • Discounts and cash back platform
  • Free courses and learning platform
  • Wellbeing platform
  • Flexible and agile working
  • Pension matching up to 5% (plus a 10% uplift on your contribution if you opt for contribution to be taken by salary sacrifice)
  • Cycle to work scheme
  • Holiday purchase/sell (up to a maximum of 5 days (pro rata if part time))
  • Restaurant dining cards
  • Gym membership
  • Payroll charitable giving
  • Will writing
  • Motor breakdown cover
  • Travel insurance
  • Life assurance (option to increase to 10x salary through increases of 1x multiples each year)
  • Life assurance cover on your spouse (add on)
  • Critical illness cover for yourself and your spouse (add on)
  • Dental insurance
  • Health Care Cash Plan
  • Voluntary Private Medical Insurance
If you are an experienced Paraplanner with the relevant background and experience, who is looking for a client centric and culture led firm - we would love to hear from you
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