Address
Form of workJob Title: Trainee Paraplanner
Location: Plymouth
Salary: £22,000 - £32,000 (Depending on Experience)
The Company:
The opportunity to join a friendly, Chartered Independent Financial Advisory firm who offer professional, tailored advice to a bespoke client base. Creating and maintaining strong client relationships is a priority and every client is treated with the same high level of service. You will be a key part of the wealth management team, working closely with the Financial advisers.
The position is open to a variety of candidates whether you are an experienced Paraplanner looking to join a hardworking and personable team or perhaps a more Junior candidate looking to kickstart their career within the industry.
With an exceptional retention rate, they are looking for an individual looking to build a lasting career with the business.
Responsibilities:
- Providing exceptional support to the Financial Advisers
- Undertaking needs analysis work
- Performing research and various forms of calculations
- Preparing plan reviews
- Writing bespoke suitability reports
The Required Skills:
- Level 4 Diploma in Regulated Financial Planning or working towards desirable
- Understanding of Financial products
- Willingness to undertake industry relevant qualifications
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.
"INDSAM"
