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Senior Paraplanner

Job LocationBristol
EducationNot Mentioned
Salary£34,000 - £40,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Job Title: Senior ParaplannerSalary: £34,000 - £40,000Location: Bristol (Part-home based)A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. They have had a strong year with regards to new and ongoing business and due to client demand, they are now looking to bolster their back-office team with a technical professional.Advising across a diverse range of case types including Pensions, Investments, Protection, IHT, Tax & retirement planning, this role will be varied and would suit someone who is really looking to utilise their knowledge in an independent firm.Being a smaller firm focussed around teamwork and positive working culture, there is a flexible working arrangement, along with a friendly, collaborative working environment to achieve the best results.You will be working within a professional team as the Senior paraplanner who would be supporting the partners of the business with complex technical support such as completing suitability reports and cash-flow modelling, as well as working with the more junior members of the back-office team.The Required Skills:

  • Level 4 Diploma Qualified (desirable)
  • Track record of providing paraplanning support to an IFA / Wealth Manager previously.
  • Experience working across pensions, investments, and IHT cases.
  • Knowledge and understanding of cash-flow modelling
  • Systems knowledge of Truth, Iress: Xplan, Fe Analytics or selectapension would be desirable.
  • If you are interested in hearing more about this position, please get in touch with us at Capio. Required skills
  • Financial Advice
  • Financial Planning
  • Paraplanning
  • Technical Support
  • Wealth Management
  • Keyskills :
    Financial Advice Financial Planning Paraplanning Technical Suppt Wealth Management

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