| London Jobs |
| Manchester Jobs |
| Liverpool Jobs |
| Nottingham Jobs |
| Birmingham Jobs |
| Cambridge Jobs |
| Glasgow Jobs |
| Bristol Jobs |
| Wales Jobs |
| London Jobs |
| Manchester Jobs |
| Liverpool Jobs |
| Nottingham Jobs |
| Birmingham Jobs |
| Cambridge Jobs |
| Glasgow Jobs |
| Bristol Jobs |
| Wales Jobs |
| Oil & Gas Jobs |
| Banking Jobs |
| Construction Jobs |
| Top Management Jobs |
| IT - Software Jobs |
| Medical Healthcare Jobs |
| Purchase / Logistics Jobs |
| Sales |
| Ajax Jobs |
| Designing Jobs |
| ASP .NET Jobs |
| Java Jobs |
| MySQL Jobs |
| Sap hr Jobs |
| Software Testing Jobs |
| Html Jobs |
| Job Location | Solihull |
| Education | Not Mentioned |
| Salary | 30,000 - 40,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
Job Title: Paraplanner [Remote]Salary: £30,000 - £40,000 A fantastic opportunity to join a forward-thinking Chartered Independent Financial Planning firm that are based nationally and who specialise in providing a tailored solution to their clientele across a range of advice areas. This firm advises mainly on Investments and Pensions but also include other aspects of Financial Advice. All of thisis using the latest technology to add to their service, and they offer Pension reviews and cash-flow modelling to their clients.They have a good reputation within the marketplace and the firms Financial Planners are supported by the technical back-office team. This role would suit someone who is Diploma Qualified or on their way to this and someone who additionally is seeking totest their technical knowledge within an established Financial Planning Firm.This role would involve supporting the firms financial planners with suitability report writing, fact finding, risk profiling and being involved with some client meetings as well as liaising with the administrators at the firm. There is an expectation tovisit one of their offices locate in Birmingham once per month to aid in client and business meetings.There is a friendly, outgoing team at the firm, and you will be an important part of that working within the paraplanners and administrators to provide a high-quality service to the clients from home.If you are interested in hearing more about this position, please get in touch with us at Capio.
Keyskills :
IFAparaplanningparaplannercash flow modellingsuitability report writing