Trainee Paraplanner - Capio Recruitment Financial Planning : Job Details

Job Title: Trainee Paraplanner

Location: Plymouth

Salary: £22,000 - £32,000 (Depending on Experience)

The Company:

The opportunity to join a friendly, Chartered Independent Financial Advisory firm who offer professional, tailored advice to a bespoke client base. Creating and maintaining strong client relationships is a priority and every client is treated with the same high level of service. You will be a key part of the wealth management team, working closely with the Financial advisers.

The position is open to a variety of candidates whether you are an experienced Paraplanner looking to join a hardworking and personable team or perhaps a more Junior candidate looking to kickstart their career within the industry.

With an exceptional retention rate, they are looking for an individual looking to build a lasting career with the business.

Responsibilities:

• Providing exceptional support to the Financial Advisers
• Undertaking needs analysis work
• Performing research and various forms of calculations
• Preparing plan reviews
• Writing bespoke suitability reports

The Required Skills:

• Level 4 Diploma in Regulated Financial Planning or working towards desirable
• Understanding of Financial products
• Willingness to undertake industry relevant qualifications

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

"INDSAM"