Address
Form of work
SalaryJob Title: Paraplanner
Salary: £ 34,000 - £ 40,000
Location: Bath
A highly reputable business who have expanded substantially over the last few years are looking to expand their Wealth Management team. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele and including Investment Management in the service that they offer, this firm covers the Financial Advice market completely and has won awards within the marketplace in recent years.
They have multiple offices across the UK and are a growing presence nationally. Being a bigger firm that works within the employee benefits market, there is a strong benefits package on offer which includes flexible working options.
The business is built around having a friendly culture and working together to achieve the best results. Promoting talent internally and offering their employees the best chance of building a career with them.
The Role
The role would involve risk profiling, cash-flow modelling, providing technical recommendations and suitability report writing, product research and working closely with the firm’s Financial Planners. This position would suit someone enjoys the more analytical side of paraplanning as there is an experienced administrative team who will also take care of some of the back office work for you.
Due to it being fast paced in a growing firm, this would suit someone who is technically minded and is able to prioritise work well, whilst working in a team-based environment.
The Required Skills:
- Experience working within a Financial Planning or Wealth Management Firm is essential.
- An understanding of paraplanning with knowledge around Suitability report writing is desirable.
- Progress towards the Level 4 Diploma in Financial Planning or equivalent would be advantageous.
- Personable professional who is comfortable dealing with clients both written and verbally.
- A good understand and knowledge around pensions and investments
If you are interested in hearing more about this position, please get in touch with us at Capio.
