Paraplanner - Chesterfield, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Chesterfield, United Kingdom

2 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Paraplanner

Salary:
£30,000 - £45,000

Location:
West Wiltshire

A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate.

Our client has a strong presence within the industry and pride themselves on their committed services.

This company provide advice across a diverse range of case types to both private individuals and corporate clients on cases such as Pensions, Investments, Tax Planning and Protection.

With this in mind, the role will be very varied and ideally looking foran individual who can fit within this and employ their technical knowledge.

They are now looking for an experienced, technically minded, Paraplanner to join the firm to take on the duties that help support the business' continued growth.

This would be a fantastic career step for someone with Paraplanning experience as the firm isspecifically looking for someone who is looking to continue into advice.

The Role:

As a Paraplanner you will be directly supporting the Financial Planners of the business, with duties consisting of providing technical reports, attending meetings with advisers, financial analysis, and research.

Our client has an extensive benefits package with include discretionary bonus, hybrid working, exam support, and competitive annual leave.

The Required Skills:

Level 4 Diploma in Regulated Financial Planning or equivalent is preferred.
An indepth knowledge of investments, pensions, and protection
Ambitious individual looking to progress into a Financial Advisor role in the future.
Excellent communication skills

If you are interested in hearing more about this position, please get in touch with us at Capio.
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