Employer: CAPIO RECRUITMENT LIMITED
Salary: £30,000 – £42,000 per annum
Date Added: 21/12/2023
Job Title: Paraplanner
Salary: £30,000 – £42,000
Location: Norwich
A well-respected Independent Financial Planning firm with a good reputation are looking for an experienced Paraplanner to come and join their growing team.
This firm provides complex, in-depth advice across Pensions, Investments, IHT, protection and tax. They have a good reputation and also offer corporate and employee benefits advice to businesses also.
This firm have grown over the last few years and are a forward-thinking business that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service.
The role:
The role would suit someone who has a real eye for the technical side of the role, you will be directly supporting the leading financial planners with duties of cash flow modelling, suitability report writing, product/investment research, being a key part of the advice process. There is a supportive team around you but due to the fast-paced nature of the role, this would suit someone who likes being busy and in a challenging environment.
The Benefits:
- Hybrid working opportunities
- Discretionary annual bonus
- Death in Service
- Generous Pension Contribution, and holiday allowance
- Full exam support and study leave
The Required Skills:
- Level 4 Diploma Qualified as a minimum and ideally a desire to work towards Chartered Status.
- Personable professional who is comfortable dealing with clients both written and verbally.
- Strong level of technical knowledge around pensions, investments and experience of utilising cash-flow modelling reports.
If you are interested in hearing more about this position, please get in touch with us at Capio.
Application Deadline: 01/02/2024
Contract Type: Permanent
Submitted Applications: 0