Paraplanner - Eastbourne, United Kingdom - CAPIO RECRUITMENT LIMITED

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

2 weeks ago

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter
Description

Job Title:
Paraplanner

Location:
Eastbourne

Salary:
£30,000 - £40,000

The Company:


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


This is an established firm who 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:


  • Paraplanning experience within a Financial Planning Firm
  • Preferably Level 4 Diploma qualified
  • Strong Pensions and Investments product knowledge
  • Positive attitude
  • Team Player
To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment.
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