Paraplanner - Watford, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED
CAPIO RECRUITMENT LIMITED
Verified Company
Watford, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Job Title:
Paraplanner

Location:
St Albans

Salary:
£30,000 - £40,000

The Company:


We are working on a brand-new position with an Independent Financial Planning business in St Albans who are searching to add an additional member to the Paraplanning department helping with the provision of Financial Advice to valued clients.


This is an established firm who supports companies, private individuals, trusts and charities with advice on all areas of financial planning.


As a business our client offers an excellent employee development programme that rewards hard work and endeavour for staff at all levels.


This role will be working closely with the financial advisor and meeting with clients to take meeting notes and be more involved in the client process.


The Role:


  • Paraplanning duties for qualified advisers
  • Product research
  • Report writing
  • Report template design
  • Maintenance of client files
  • Attending client meetings
  • File audit

The Required Skills:


  • Paraplanning experience within a Financial Planning Firm
  • Preferably Level 4 Diploma qualified
  • Strong Pensions and Investments product knowledge
  • Positive attitude
  • Team Player

What our client will offer you:

  • Hybrid working
  • Generous holiday allowance
  • Flexible working
  • Pension
  • Discretionary bonus
  • Events and social
To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment.
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