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

CAPIO RECRUITMENT LIMITED

Verified Company

City of London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

_Job Title:
Paraplanner_

_Location:
London_

_Salary:
£50,000 + discretionary bonus and benefits package_

About the firm

Our client is an award-winning, wealth manager providing financial advice and investment management services to individuals, small businesses and charitable endowments.

They are a Certified B Corporation, an internationally recognised standard for companiesthat believe in business as a force for good.

They are also an employee-owned business who's long-term plan is to remain majority staff-owned, ensuring that their commercial interests remain fully aligned with those of their clients.

About the role

This is a fantastic opportunity for an experienced Paraplanner advance their career and join a successful, driven and diverse firm in their key period of expansion.

This is a role where you will work in a positive environment within a very close knit teamof industry professionals.

Purpose of the role

We are looking for someone who has previous experience as a Paraplanner within an IFA firm who will be responsible for the day-to-day paraplanning analysis and problem solving activities of the business, including the provision of suitability reports andclient portfolio reviews as required to deliver robust performance.

Role requirements

You will have an indepth understanding of financial planning and the investment arena and keep up to date with all relevant product, legislative or technical changes pertinent to the role.
To deliver exceptional analysis of services available to clients whilst maintaining sound risk management and compliance practices.
Deliver confident customer service to clients and consultants, handling day to day queries relating to new and existing business.
To establish close working relationships with all areas of your internal team area (e.g with Team Head, other Consultants, Administration and other Technical Consultants in the business).
Be a strong team player who continuously improves their skills, experience and qualifications.

What is on offer?
This role is a full-time position based in Central London with a salary of c£50K + discretionary bonus

Other benefits include:

25 days annual leave
Auto enrolled into the company pension scheme after three months employment matched employer contributions up to 6% of salary
GLA (4 x Salary) & GIP (75% of Salary)
Opportunity to join company share scheme after a year's employment
Cycle to Work Scheme
Flexible/Hybrid Working Policy