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Technical Paraplanner

Job LocationSt. Albans
EducationNot Mentioned
Salary£36,000 - £42,000 per annum, negotiable
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent, full-time

Job Description

Job Title: Technical ParaplannerLocation: HertfordshireSalary: £36,000 - £42,000The Company:This firm is a highly professional, growing Financial Planning outfit that offer holistic Financial Advice to both private and corporate cleints. They maintain a simple approach within a complex market; by providing honest, independent advice that clients can trust.Due to internal progression our client is looking to bolster its technical support function and requires a new Paraplanner to join its existing team. Within this role you will be the backbone for the client facing advisers, discussing individual cases and fact finds, researching various products and providers from the whole of market to help in the production of suitable advice.This is a friendly and vibrant office the ideal person will be a hard worker who engages well with team and wants to be part of the firms long term journey. There is full exam support, a strong benefits package and clear career progression into management and advice positions also available for the right individuals.The Role:This role would be based within the technical, paraplanning function of the business and be working to provide assistance to the Financial Planners. There will be client contact and a chance to develop your own skills through ongoing training and development, as well as exam support.If you are looking to take the next step in your financial planning career or are looking to join a firm that can genuinely offer development and a chance to progress within financial services then this could be the role with you.The Required Skills:

  • Level 4 Diploma Qualified (Preferred)
  • Ability to process complex information and write detailed suitability reports (Essential)
  • Previous experience working within a fast paced IFA firm (Preferred)
  • Excellent communication skills, both written and verbal.
  • Strong analytical and numerical skills
  • What Happens Next Please attach a copy of your CV and wait for one of our experts at Capio Recruitment to get in touch! Required skills
  • Financial Advice
  • Financial Planning
  • Holistic
  • cash flow analysis
  • suitability report writing
  • Keyskills :
    Financial Advice Financial Planning Holistic cash flow analysis suitability rept writing

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