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CAPIO RECRUITMENT LIMITED
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Basildon, Essex
Paraplanner
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
Job Title: Paraplanner Salary: £30,000 - £40,000 Location: Basildon A Financial Planning firm offering an in-house Discretionary Investment Management service are on the lookout for an experienced paraplanner to join their growing team. They pride themselves on their technical, professional service which is tailored to each client’s needs. The role would include paraplanning across pensions, investments, protection, IHT and getting involved with cash-flow analysis. This position would involve working within a friendly and technical team supporting multiple financial planners with a range of cases. They have won awards within the industry and have an excellent reputation, as well as offering a highly flexible package including the ability to buy additional holiday. So if you are looking to join a friendly team with a firm that can offer a good work/life balance, then this could be for you. Perks Flexi working hours Flexible holiday allowance Discretionary Annual bonus Exam Support The Required Skills: Level 4 Diploma Qualified (desirable) Experience of providing paraplanning support previously and tailoring suitability reports Strong technical knowledge particularly around DC and DB pension transfers Good understanding of 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.