Senior Paraplanner - Woking, United Kingdom - CAPIO RECRUITMENT LIMITED

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

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Job Title:
Senior Paraplanner

Location:
Woking

Salary:
£35,000 - £45,000

The Company:


We are working on a brand-new position with an established Independent Financial Planning business in Woking 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.


This role will be working closely with the financial advisor and meeting with clients to take meeting notes and be more involved in the client process.


The Role:


  • Attending client meetings with financial advisers when required
  • Analysing client information from fact find, existing records and meeting notes
  • Researching products and services to make suitable recommendations
  • Writing compliant client reports with appropriate disclosures and illustrations
  • Maintaining relationships with product and service providers

The Required Skills:


  • Level 4 Diploma
- familiarity with MS Office and FE Analytics

  • Technical competence in investments, pensions, tax allowances and protection
  • At least two years' Paraplanning experience
  • Aware of applicable legislation, guidance and best practice
  • Excellent command of English, both verbal and in writing

Benefits

  • Competitive Salary
  • Flexible hours with the potential to work remotely
  • Support with qualifications and career development
  • Free parking
  • Sociable office environment

What our client will offer you:

  • Salary up to £45,000
  • Pension
- discretionary annual bonus

  • Flexible hours, potential to work remotely
  • Support with career development and qualifications
  • Sociable and professional office environment
  • Free parking
To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment.
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