Senior Paraplanner

Job Title: Senior Paraplanner

Salary: £38,000 - £45,000

Location: Midlands

This role is with a well respected firm of Financial planners that have an excellent reputation within the industry. to grow over the last few of years and have advisors across the country throughout several offices. The business is split between providing bespoke Independent Financial Advice as well as having a corporate employee benefits offering.

This role would involve providing tailored support to a senior planner within the firm across a diverse range of case types including Pensions, Investments, Mortgages, Protection, IHT, Tax & retirement planning. The role would suit an experienced paraplanner who is looking to use their experience to be involved in client meetings, alongside bespoke, technical analysis.

Being a bigger firm that provide employee benefits, there is a strong remuneration package on offer and they provide a friendly culture based around working together to achieve the best results. Along with promoting talent internally and offering their employees the best chance to build a career with them.

There is a friendly, outgoing team at the firm and you will be an important part of that working within the paraplanners and administrators to provide a high quality service to the clients at the firm.

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.
• Level 4 Diploma qualified and ideally progress towards Level 6 Chartered status is desirable
• Personable professional who is comfortable dealing with clients both written and verbally.
• An understanding and working knowledge around pensions and investments, the FCA and how a Financial services firm operates.

If you are interested in hearing more about this position, please get in touch with us at Capio.