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Job Title: Paraplanner

Location: Caerphilly

Salary: £28,000 - £38,000

The Company:

A well-respected Financial Planning firm with a good reputation across the South West of Wales are looking for an experienced paraplanner to come and join their growing team.

This firm provides advice across Pensions, Investments, IHT and Wealth management and have grown consistently over the last few years. They are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service.

The Role:

Due to ongoing success and increased demand from clients for advice in the current climate, this firm is looking to add a new paraplanner to the team where they can work with the advisors at the firm with a range of pensions, investments and protection cases for a holistic Financial Planning firm. The ideal person will be a confident person with good technical knowledge and would be able to justify their recommendations in detail.

You will be an important part of the team working within the administrative function and dealing with the firm’s clientele to help obtain valuations, provide technical analysis and compile suitability reports and recommendations. Due to the fast-paced nature of the role, this would suit someone who likes being busy and a challenging environment.

The Required Skills:

  • Experience of working within an IFA or Financial Planning firm previously within a paraplanning position.
  • Level 4 Diploma in Financial Planning as a minimum.
  • Personable professional who is comfortable dealing with clients both written and verbally, and someone who is able to work well under pressure and meet deadlines.
  • An understand and working knowledge around pensions, investments, 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
  • Financial Services
  • Paraplanning
  • Suitability
  • Wealth Management

Reference: 40824490

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