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Job LocationChesterfield
EducationNot Mentioned
Salary30,000 - 45,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: ParaplannerSalary: £30,000 - £45,000Location: West WiltshireA well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice is continuing to grow despite the current climate. Our client has a strong presence within the industry and pride themselves on their committed services.This company provide advice across a diverse range of case types to both private individuals and corporate clients on cases such as Pensions, Investments, Tax Planning and Protection. With this in mind, the role will be very varied and ideally looking foran individual who can fit within this and employ their technical knowledge.They are now looking for an experienced, technically minded, Paraplanner to join the firm to take on the duties that help support the business continued growth. This would be a fantastic career step for someone with Paraplanning experience as the firm isspecifically looking for someone who is looking to continue into advice.The Role:As a Paraplanner you will be directly supporting the Financial Planners of the business, with duties consisting of providing technical reports, attending meetings with advisers, financial analysis, and research.This firm heavily invest in growing and developing talent whilst providing a supportive environment so the successful candidate will have a clear route to advice.Our client has an extensive benefits package with include discretionary bonus, hybrid working, exam support, and competitive annual leave.The Required Skills:

  • Level 4 Diploma in Regulated Financial Planning or equivalent is preferred.
  • An in-depth knowledge of investments, pensions, and protection
  • Ambitious individual looking to progress into a Financial Advisor role in the future.
  • Excellent communication skills
If you are interested in hearing more about this position, please get in touch with us at Capio."INDED"

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