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Junior Paraplanner

Job LocationNottingham
EducationNot Mentioned
Salary£25,000 - £30,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Job Title: Junior ParaplannerSalary: £25,000 - £30,000Location: NottinghamA 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 within regards to new and ongoing business and due to client demand, they are now looking to bolster their back-office team with new Paraplanning support.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 a positive working culture, there is a strong benefits package on offer and a friendly, collaborate working environment, and home working/flexible working arrangements are available to achieve the best results.You will be working within a professional, vibrant team supporting the Financial Advisors at the firm. Duties within the role will include: fact finds, product research, producing quotation & calculations as well as executing trades for clients. This person will be expected to work closely with the Financial Planner and provide your own views and opinions based on your research and produce cash-flow modelling reports. Due to the setup of the firm, the suitability report writing element of this role would be minimal.The Required Skills:

  • Level 4 Diploma Qualified would be desirable but someone who is happy to work towards this will be considered
  • Experience of providing technical support previously within a Financial Planning firm.
  • Knowledge and experience of cash-flow modelling would be advantageous
  • Systems knowledge of Transact, Advisor Office and Truth would be highly advantageous
  • Strong technical knowledge particularly around pensions and investments
  • Good understanding of the FCA and how a Financial services firm operates
  • If you are interested in hearing more about this position, please get in touch with us at Capio. Required skills
  • Financial Planning
  • Paraplanning
  • IFA
  • cash flow modelling
  • Xplan
  • Keyskills :
    Financial Planning Paraplanning IFA cash flow modelling Xplan

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