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CAPIO RECRUITMENT LIMITED
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Liverpool, Merseyside
Paraplanner
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Job Type: Full-time |
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Salary: £28,000 per annum |
Overview
Job Title: Paraplanner Salary: £28,000 - £35,000 Location: Liverpool A well regarded Chartered Financial Planning firm with multiple offices is looking to continue with their impressive rate of growth by hiring another paraplanning professional into their Liverpool based team. Advise across a diverse range of case types including Pensions, Investments, Mortgages, Protection, IHT, Tax & retirement planning, the role would be varied in the types of cases and give the chance for someone to really utilise their knowledge in an independent firm. Being a bigger firm, there is a strong benefits 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 of build a career with them. You will be working within a friendly, outgoing team supporting with the Financial Advisors at the firm and will be expected to produce a detailed, comprehensive back office service, including bespoke suitability report writing. The Required Skills: Level 4 Diploma Qualified would be desirable Experience of providing paraplanning support previously and tailoring suitability reports Knowledge and experience of cash-flow modelling would be advantageous Strong technical knowledge particularly around pensions and investments 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.