Paraplanner - Manchester, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Manchester, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Paraplanner

Salary:
£ 30,000 - £ 40,000

Location:
Manchester
Capio Recruitment is working with an award-winning wealth management business who have a national presence providing industry leading services. With a client first approach, they understand that money is just one element to wealth management industry.

They have multiple offices across the UK with allows them to provide a national level of service on a local level.

Due to the size of the firm and their array of services, there is a very attractive salary and benefits package attached to the role, includinggenerous bonus.

The business prides themselves on a friendly culture with an ambitious and professional approach, with a combined team effort of a premium service.

Alongside this, our client values their employees and there are a number of additional benefits to supporta healthy work-life balance.

The Role

The role will involve providing support to the industry leading Financial Planners and administration team, with duties consisting of cash flow modelling, suitability report writing, and providing technical recommendations within the advice process.

It wouldsuit someone who has a real eye for the technical side of Paraplanning and desiring to be a key component of the industry leading service.

Due to it being fast paced, professional environment, you will need to be able to manage workload without minimising quality of work, should you be able to manage this, the career prospects are limitless.

The Required Skills:

Experience working within a Financial Planning or Wealth Management Firm is essential.
An understanding of paraplanning with knowledge around Suitability report writing and cash flow modelling
Level 4 Diploma in Financial Planning or equivalent. Working towards level 6 is desirable
Personable professional who is comfortable dealing with clients both written and verbally.
A strong understanding and knowledge of all the financial services products