Paraplanner - Cheltenham, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Cheltenham, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Job Title:
Paraplanner

Location:
Cheltenham

Salary:
£30,000 - £42,000 (DOE)

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 allyour progression needs.

This role will be a great opportunity for you to cover all aspects of financial planning, with a varied caseload and some technical and complex cases.

They like to reward their staff for their hard work by offering a competitive salary, flexible workingand an impressive benefits package.

Responsibilities:

Liaising with clients and assisting with enquiries in a timely manner
Producing varied 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

The Required Skills:

Minimum 2 years 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
Willingness to increase technical knowledge and obtain Chartered status
Knowledge of relevant software and back office systems

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

Synonyms:
_Paraplanner, Technical Paraplanner, Trainee Financial Planner, Wealth Technician, Financial Planning Assistant, Wealth Analyst, Financial Planner, Wealth Management Administration_