Paraplanner - Nottingham, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Nottingham, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title - Senior Paraplanner

Location - Nottingham

Salary - £35,000 - £45,000

Capio Recruitment is working with a truly independent financial planning firm on an exciting opportunity for an experienced Paraplanner to join a practice in Nottingham.

The firm prides themselves on their dynamic approach to financial advice which is tailoredto their client's needs. Alongside their Chartered status, they have an excellent level of technical knowledge particularly around pensions, income protection and cashflow.

You will be working within the close-knit wealth management team who offer holistic advice to high-net-worth clients. Day-to-day duties include producing suitability reports, cash flow modelling, risk profiling and exposure, whilst also researching furtherproducts.

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:

Competitive salary based on experience
Attractive benefits package
Hybrid working with flexible hours
Ongoing training and development
Forward thinking firm with great progression routes

Required experience:

Diploma qualified and ambitions to take further exams
Multiple years' experience within an independent firm
Key understanding with the full range of financial products
Approachable, professional, and ambitious
Proficient in systems such as Microsoft 365 and FE Analytics, Dynamic Planner plus provider platforms

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