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CAPIO RECRUITMENT LIMITED
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Brighthampton, Oxfordshire
Senior Paraplanner
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Job Type: Full-time |
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Salary: £35,000 per annum |
Overview
Job Title: Senior Paraplanner Salary: £35,000 - £45,000 Bonus Location: Witney Our client is an award winning regional Financial Planning practice that offers a professional, modern, forward-thinking approach to a completely independent Financial Advice service. This company has developed from strength to strength over decades of successful practice, with a business model that is designed around delivering a bespoke, tailored service to all their clients and providing in depth, comprehensive market analysis and financial plans. Due to continued growth on the Advice team our client now require a new Senior paraplanner to help in the provision of its financial advice service to the valued clients of the practice. The role would include paraplanning across pensions, investments, protection, IHT and getting involved with cash-flow analysis. They have an excellent benefits package, including CII exam support and are offering an attractive package to secure the right candidate. The role will be working within a friendly and technical team supporting multiple financial planners with a range of technical cases. As a result this role is varied and would suit someone who is looking to learn and would like a challenge. The Required Skills: Level 4 Diploma Qualified is essential and ideally working towards Chartered status if not already achieved Experience of providing paraplanning support previously and tailoring suitability reports Strong technical knowledge particularly around pensions and investments cases 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 your specialist consultant at Capio.