Senior Paraplanner

Posted 27 August by CAPIO RECRUITMENT LIMITED
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Job Title: Senior Paraplanner

Location: Kettering

Salary: £30,000 - £40,000

The Company:

This firm is a highly professional, growing Financial Planning firm that offer holistic Financial Advice to both private individuals and businesses as well as offering Investment Management services.

A modern, forward-thinking business that place technology at the heart of everything that they do and with a state of the art office premise - this is a firm that is moving in the right direction. Having seen huge amounts of growth over the last few years, they are on the lookout to find ambitious professionals that are interested in a career within Financial Planning.

Offering exam support, a strong benefits package and clear career progression into paraplanning and advising, this firm heavily invest in growing and developing their own talent and would be a fantastic position

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

- Ability to process complex information and write bespoke suitability reports

- Excellent communication skills, both written and verbal.

- Strong analytical and numerical skills

Required skills

  • Financial Advice
  • Financial Planning
  • Holistic
  • Investment Management
  • Financial Planners

Reference: 40562295

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