Paraplanner - Derby, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Derby, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Capio recruitment are working with a well established Independent Financial Planning firm, in Derbyshire, for an experienced Paraplanner.

They have a diverse range of clients across a Pensions, Investments, IHT, Mortgages, and protection cases are lookingto grow their back-office team with the inclusion of a new paraplanner into the team.

They are an award winning firm who have a great reputation within the community.

You will be working closely with the Financial Planner who provide advice to high-net-worth client.

Some of the day-today duties include producing suitability reports, cash flow modelling, carrying out technical research, adhering to their compliance processesand liaising with third parties effectively.

There is a friendly, professional team who place teamwork and collaboration at the heart of everything they do.

What our client will offer you:
Competitive salary based on experience

Attractive benefits package

On-site parking

Flexible working options

Ongoing training and development

Close knit office environment

The

Required Skills:

Experience working within a Financial Planning or Wealth Management firm is essential

Level 4 Diploma Qualified with a desire to work towards Chartered status

A good understanding and knowledge around pensions and investments

Proficient in using Microsoft 365 and back office systems like Intelligent office