Address
Form of workJob Title: Paraplanner
Salary: £30,000- £40,000
Location: Northampton
Capio Recruitment are currently working with an industry leading financial advice firm on a great opportunity for a Paraplanner to join their team. Our client has a great reputation within the industry, providing advice on a range of cases from Pensions & Investments to Corporate advice.
Having achieved Chartered status, they work at the highest standards of the wealth management industry and also have a track record of providing full holistic independent financial advice.
With state-of-the-art offices in Northampton, our client is now looking for an experienced Paraplanner to join their team with duties consisting of providing technical reports, attending meetings with advisers, cashflow modelling and general support in formulating the advice for the clients.
Alongside the day-to-day role, you will have a comprehensive training structure set out to assist your development within your career. With internal progression routes being a key part of the business, many of the Chartered Financial Planners within the team have started off in this advisory support role.
The Benefits:
- Flexible working hours
- Internal progression routes within a reputable firm
- Death in Service
- Generous Pension Contribution, and holiday allowance
- Discretionary Annual Bonus
- Full exam support and study leave
- Onsite parking
The Required Skills:
- Level 4 Qualified or working towards as a minimum
- Personable professional who is comfortable dealing with clients both written and verbally.
- Strong level of technical knowledge around pensions, investments and experience of utilising cash-flow modelling reports.
If you are interested in hearing more about this position, please get in touch with us at Capio.
