Paraplanner - Southampton, United Kingdom - CAPIO RECRUITMENT LIMITED

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

4 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Job Title:
Paraplanner Location: Southampton


About the role


There is an opportunity for an experienced Paraplanner to join our fantastic client, a leading provider of independent financial advice.

With over 60 years of history, they provide informed, impartial and independent advice to both individual and corporateclients focusing on providing a personal service.


The Role:

They are looking for an experienced Paraplanner to support our advisers and integrate with Adviser Support teams. You will be expected to prepare suitability letters, reports and recommendations and provide technical support to complex client queries.

Youwill be involved in fund and market research to assist with their report writing and be able to analyse historic performance, fees and suitability to collaborate with their advisers and find appropriate solutions for their clients.

It is important to ensureall regulatory and compliance standards are met and include any legislation updates within their reports.

You will be working in a strong team and client-focused environment where you can develop your career within an established firm.


What's needed to be considered?

  • A minimum of Level 4 Diploma in Financial Planning or equivalent
  • Previous experience within a fastpaced IFA firm
  • High level of analytical capability and good communication skills

What's desired but not a requirement?
Chartered Financial Planner (Level 6 or above)


The Benefits:


  • Holiday entitlement is 20 days + bank holidays, increasing to a maximum of 2
  • Company Pension Scheme
  • Life assurance
  • Private Medical Insurance
  • Competitive salary
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