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Job Location | Durham |
Education | Not Mentioned |
Salary | 35,000 - 40,000 per annum, negotiable |
Industry | Not Mentioned |
Functional Area | Not Mentioned |
Job Type | Permanent , full-time |
Job Title: ParaplannerLocation: DurhamSalary: £35,000 - £40,000The Company:An opportunity has arisen to join a professional, growing Financial Planning firm that offer holistic Financial Advice to a range of clients. They offer advice on a broad range of products including Retirement, Insurance, Estate and Investments; ensuringclients remained informed and up to date throughout the advice process.A very friendly company who not only like to provide high a quality service, but also like to educate their clients on the products they provide. They are a supportive company who encourage progression with all their staff members and pride themselves ontheir office culture.Responsibilities:- Technical support to the Financial Advisers- Managing your own model portfolios and relationships with clients- Writing suitability reports- Attending client meetingsThe Required Skills:- Level 4 Diploma Qualified or working towards this- Excellent communication skills, both written and verbal.- Strong analytical and numerical skillsTo discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.Synonyms:Para-planner, Report Writer, Wealth Technician, Financial Planning Assistant, Wealth Analyst, Financial Planner
Keyskills :
Financial AdviceFinancial PlanningParaplanningWealth ManagementIndependent Financial Advice