Paraplanner

Job Title: Paraplanner Salary: £26,000 - £34,000 Location: Bromsgrove This role is with a firm that have expanded at a fantastic rate over the last couple of years, now have advisors across the country with multiple offices and have become a growing presence in the market. The business is split between providing bespoke Independent Financial Advice as well as having a broad corporate employee benefits offering. Due to this, they handle a diverse range of case types including Pensions, Investments, Mortgages, Protection, IHT, Tax & retirement planning, Group Risk and GPP. 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 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. 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.