Paraplanner - Milton Keynes, United Kingdom - CAPIO RECRUITMENT LIMITED
Description
Job Title - Paraplanner
Location - Milton Keynes
Salary - £30,000 - £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 Milton Keynes.
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
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