Paraplanner - Ashford, United Kingdom - CAPIO RECRUITMENT LIMITED

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

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Job Title:
Paraplanner

Location:
Ashford

Salary:
£30,000 - £45,000

The Company:


We are working on a brand-new position with an Independent Financial Planning business in Ashford who are searching to add an additional member to the Paraplanning department helping with the provision of Financial Advice to valued clients.


This firm has been operating for over 30 years and supports companies, private individuals, trusts and charities with advice on all areas of financial planning.


As a business our client offers an excellent employee development programme that rewards hard work and endeavour for staff at all levels.


The Role:


  • Paraplanning duties for qualified advisers
  • Product research
  • Report writing
  • Report template design
  • Maintenance of client files
  • File audit

The Required Skills:


  • At least 3 years working within a Financial Planning Firm
  • Preferably at least Level 4 Diploma qualified
  • Strong Pensions and Investments product knowledge
  • Positive attitude
  • Team Player
  • Experience with XPlan would be advantageous
  • At least intermediate internet, World, Excel & Outlook experience.
To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment.
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