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Technical Paraplanner

Job LocationHull
EducationNot Mentioned
Salary30,000 - 38,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: Technical ParaplannerLocation: HullSalary: £30,000 to £38,000 plus Bonus and BenefitsThe PositionWe are currently working on a new Paraplanning position with a national Financial Planning firm to be based in one of their smaller offices in Yorkshire.You will benefit from working closely with other experienced Paraplanning staff to help with the provision of Independent Financial Advice to new and existing clients within the firm.Our client is forward thinking with agile working to offer a flexible structure that still allows for a strong team ethos.Alongside flexible working you will be entitled to a range of employee benefits and detailed career progression.What our client will offer you:

  • Competitive salary £30,000 - £38,000
  • Excellent bonus potential
  • Attractive benefits package: 25 days + Holiday, Private Healthcare, DIS
  • Fully funded exam support to achieve Chartered status
  • Ongoing training and development
  • Flexible working structure
Required Experience
  • Ideally Level 4 Diploma qualified via the CII, LIBF or CISI (Desirable)
  • Experience producing detailed suitability reports (Required)
  • Understanding of Financial Advice process (Required)
  • Strong understanding of Pensions, Investments, Tax and Protection products (Required)
  • Team Player
  • Enthusiastic and engaged
To 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 PlannerReference ID: 34366

Keyskills :
Financial PlanningFinancial ServicesWealth ManagementIFAParaplanner

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