Paraplanner

Other

31/07/2020

Paraplanner

Paraplanner.

Job DescriptionJob Title: Paraplanner Location: Mold Salary: £25,000 - £33,000 The Company: This firm is a highly professional, growing Financial Planning firm that offer holistic Financial Advice to both private individuals and businesses and have been recognised as Chartered Financial Planners. A modern, forward-thinking business that place technology at the heart of their processes, this is a firm that have ambition. Having seen growth over the last few years even with the effects of Covid this year, they are on the lookout to find a Paraplanning professional to join their team. The Role: The ideal candidate would be looking for a reputable firm to continue their career with and would have experience provide technical analysis, bespoke suitability reports and financial strategies including cash-flow modelling. Alongside the other paraplanners, there will be a team of administrators working with you to provide a top-quality back office service to the Financial Planners. There will be opportunities to develop your own skills through ongoing training and development. Ideally you would be Level 4 Diploma qualified or close to this and the firm would offer further exam support, a strong benefits package and a culture based on teamwork and providing ethical, independent advice. The Required Skills: - Level 4 Diploma Qualified would be highly desirable - Ability to process complex information and write bespoke suitability reports - Experience of providing technical support within a Financial Planning or Wealth Management firm is essential. - Strong analytical and numerical skills - Experience of using the following would be advantageous FE Analytics, Selecta Pension, Defaqto, The Exchange, Voyant / Truth Cash Flow Analysis

  • Employment
    Full-time

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Hiring company

CAPIO RECRUITMENT LIMITED

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