Senior Paraplanner - Capio Recruitment Financial Planning : Job Details

Job Title: Senior Paraplanner / Assistant Adviser

Location: Hereford

Salary: £40,000 - £60,000 (Depending on Experience)

The Company:

The opportunity to join a growing, Chartered Financial Planning firm with a fantastic reputation and focus on offering their clients an outstanding service. Development is something they are very passionate about and they are able to offer support for all your progression needs.

The role is a great opportunity for an aspiring adviser to learn alongside an experienced consultant, with the potential to move into an advice position. It also suits a Paraplanner with an abundance of experience who has lots of client facing experience.

As well as a competitive salary, they also offer a discretionary bonus.

Responsibilities:

- Being the primary support to their Senior Adviser

- Accompanying the Adviser to key meetings with HNW clients

- Producing varied and bespoke suitability reports to a high level

- Conducting technical research

- Accurate cash flow modelling in line with client objectives

- Keeping up to date with relevant product knowledge and technical changes

The Required Skills:

- Extensive experience within a Paraplanning role

- Level 4 diploma in regulated financial planning (Chartered status desirable)

- Excellent technical knowledge on a wide range of areas

- Exceptional communication skills, both verbal and written

- Knowledge of relevant software and back office systems

To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment

"INDSAM"