- Being the primary support to their Senior Adviser
- Accompanying the Adviser to key meetings with HNW clients
- Producing varied and bespoke suitability reports to a high level
- Conducting technical research
- Accurate cash flow modelling in line with client objectives
- Keeping up to date with relevant product knowledge and technical changes
- Extensive experience within a Paraplanning role
- Level 4 diploma in regulated financial planning (Chartered status desirable)
- Excellent technical knowledge on a wide range of areas
- Exceptional communication skills, both verbal and written
- Knowledge of relevant software and back office systemsTo discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment
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Senior Paraplanner - Hereford, Herefordshire, United Kingdom - Capio Recruitment
Description
Job Title:
Senior Paraplanner / Assistant AdviserLocation: HerefordSalary: £40,000 - £60,000 (Depending on Experience)
The Company:
The opportunity to join a growing, Chartered Financial Planning firm with a fantastic reputation and focus on offering their clients an outstanding service.
Development is something they are very passionate about and they are able to offer support for all your progression needs.
As well as a competitive salary, they also offer a discretionary bonus.Responsibilities:
The Required Skills: