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Paraplanner

CAPIO RECRUITMENT LIMITED
Job LocationNorwich
EducationNot Mentioned
Salary£32,000 - £38,000 per annum
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job Title: Paraplanner Location: NorwichSalary: Up to £38,000 dependent on experience and qualifications Hybrid working role, 2 days from home per week. Introduction:This is an exciting opportunity for an experienced Paraplanner to join a leading national wealth management firm, where you will provide paraplanning support to the advisers and wider team, ensuring the highest possible standard of client service delivery.The firm:Capio Recruitment are proud to have partnered with a successful and progressive company, currently managing around £10billion funds under management, made up of over 22,000 clients across the UK.As a rapidly growing national firm, they have opportunities across the country which enable their employees to work flexibly with some fantastic technology and support behind them.Today they are one of the largest independently owned wealth management firms in the UK, who work with both individuals and businesses achieve their financial goals.The role:The successful paraplanner will already be in a similar paraplanner position within a wealth management firm, hold industry qualifications and have in depth knowledge of the entire advice process.The successful candidate will be able to;

  • Review fact finds, file notes, client risk profile questionnaires etc. as provided by the Financial Advisers to gain an understanding of the client requirements discussed and agreed.
  • Undertake necessary research and analysis, including- Fund research and analysis- Product comparison and analysis- Charges analysis- Investigation of taxation implications (IHT, CGT, LTA, CEG etc.)
  • Compile suitability reports, detailing the recommended advice to suit the client’s needs.
  • Discuss the reports with the Financial Adviser, amending as necessary.
  • Generate and submit case packs to the Tax team and Compliance team as necessary
  • *Amongst other duties*
What do I need to be considered
  • Financial Planning Diploma qualified (or equivalent professional qualification)
  • Demonstrable experience in an end-to-end paraplanning role
  • Demonstrable knowledge of and proficiency in research tools
  • Proven ability to work with templated suitability reports
  • The ability to include additional bespoke explanations/discussions in order to personalise suitability reports outside of the standard wording set by the firm.
Whats in it for youAs this is an essential role within a leading UK firm, you can expect to be greatly compensated in terms of salary, flexibility and benefits. Some benefits that are offered include;
  • Private Medical Insurance
  • Death in Service 4x salary
  • Group Income Protection
  • Critical Illness Cover
  • Employer Pension Contribution
  • Shutdown over Xmas
  • Various bonus schemes depending on role and level
  • Professional Qualifications and study paid for in FULL.
  • Home and flexible working
  • Enhanced Maternity/ Paternity
  • Bull & Sell Holiday
  • Employee Assistance Programme
  • Cashplan for eye tests, dental ect
AND MORE!So, what nextIf you are an existing paraplanner that fancies a change, or are a trainee/ junior paraplanner with your Diploma now looking for the next step in your career, we invite you to apply!After applying, one of our specialist consultants at Capio Recruitment will be in touch to run through your application and role in further detail.All applications are appreciated, but only shortlisted candidates will be contacted.

Keyskills :
Financial AdviceFinancial PlanningParaplanningIndependent Financial AdviceIFA

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