Paraplanner - Doncaster, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Doncaster, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Capio recruitment is working with an award winning Independent Financial Planning firm, in Doncaster, for an experienced Paraplanner. Their friendly and helpful approach is highlighted by their outstanding client retention rate. The firm prides themselveson their dynamic approach to financial advice which is tailored to their client's needs.

Alongside their Chartered status, they have an excellent level of technical knowledge particularly around pensions, income protection and cash flow.

You will be working closely with the financial planner who provides advice to high-net-worth-clients.

Some of the day-today duties include producing suitability reports, cash flow modelling, carrying out technical research and adhering to their complianceprocesses.

Our award winning client has experienced impressive growth over the recent years and they are looking for someone to join, embrace the growth and be part of an industry leading team.

What our client will offer you:
Attractive benefits package

Hybrid working

Ongoing training and development (including exam support)

close knit office environment

Required experience:
Level 4 Diploma Qualified in Financial Planning

Experience working within an Independent Firm

Strong work ethic with an attitude to succeed

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

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