Paraplanner - Stoke-on-Trent, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Stoke-on-Trent, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

The opportunity to join a growing National Wealth Management firm who offer financial advice to families, Companies and high net worth individuals.

Their friendly and helpful approach is highlighted by their outstanding client retention rate. They are basedin Stoke-on-Trent

With over 1 billion Assets Under Management this company is really taking a positive step within wealth management and is an excellent time for someone looking to join an expanding business.

They are looking for an enthusiastic, hardworking Paraplanner to join their growing team in Stoke-on-Trent and to provide excellent back office support to their team of experienced advisers.

Development is very important to them so they are able to offer full exam support as well as other benefits such as additional bonus's.

Responsibilities:

Writing suitability reports for a variety of different clients and cases

Provide technical support to their team of experienced advisers

Staying compliant and ensuring all notes and information is collated properly

Obtaining information via fact finds for full needs analysis

Producing new business reports

Analysing client information

The

Required Skills:

Level 4 Diploma qualified or higher (Chartered Desirable)

Willingness to undertake industry relevant qualifications

Organised and hard working

Previous experience working in a paraplanning role

Proficient using Microsoft Office and other back office systems

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.