We are seeking a highly skilled and detail oriented Paraplanner to join this highly respected Chartered Financial Planning firm.
The ideal Paraplanner will have a strong understanding of financial planning concepts and be able to assist in the preparation of recommendations and complex calculations.
You will work closely with the financial planning and support teams to develop comprehensive financial plans for clients.
We have been asked to recruit a Paraplanner for a company based in Northampton.
You'll need to have a strong understanding of financial planning concepts and be able to assist in the preparation of recommendations and complex calculations.
Day to day you'll work closely with our financial planning and support teams to develop comprehensive financial plans for our clients.
Capio Recruitment are currently working with an industry leading financial advice firm on a great opportunity for a Paraplanner to join their team.
Our client has a great reputation within the industry, providing advice on a range of cases from Pensions & Investments to Corporate advice.
Having achieved Chartered status, they work at the highest standards of the wealth management industry and also have a track record of providing full holistic independent financial advice.
Our client based in Northampton are seeking an experienced Senior Paraplanner to work closely with the financial planning and support teams to develop comprehensive financial plans for their clients.
Responsibilities
Assist in the development of investment strategies and recommendations for clients, specifically pension transfers, ISA transfers and inheritance tax planning.
Conduct comprehensive financial analysis for clients, including evaluating their current financial situation, goals, and risk tolerance.
Are you looking to benefit from a new career in Project Management?
We specialise in placing candidates within the project sector using our career progression and placement program.
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
Reporting to an End Point Assessor Manager, you'll be working with apprentices and their employers to plan, carry out and report on End Point Assessments.
General
We are looking for innovative, approachable Express Delivery Sortation Hub Operative End Point Assessors to join our inclusive, supportive team and deliver exceptional experiences for our learners and employer partners.
You will join our business as a casual End Point Assessor, or as we call you, an Associate EPA, delivering aspirational assessments with integrity, approachability, and resourcefulness.
Closing date: 03-06-2024Sales Executive Legal Services£24,160-£27,350 base salary, OTE £35,000-£40,000 plus excellent benefits (Work Level 6B) Monday-Friday, 37.5 hours flexible between 9am and 9pm, with some evening requirements and one in four Saturdays, or part time minimum 4 days per weekRemote across England and Wales with occasional travel requiredFor this role you'll be required to start on 22nd July 2024We're looking for people with great customer service and communication skills to join us as sales consultants at Co-op Legal Services.
You'll work in our estate planning team; helping our clients to plan for events that happen in life and looking after their loved ones when they need our support.
We offer accessible legal advice and support around later life issues without the jargon.
Closing date: 17-06-2024Sales Executive Legal Services£24,160-£27,350 base salary, OTE £35,000-£40,000 plus excellent benefits (Work Level 6B) Monday-Friday, 37.5 hours flexible between 9am and 9pm, with some evening requirements and one in four Saturdays, or part time minimum 4 days per weekRemote across England and Wales with occasional travel requiredFor this role you'll be required to start on 22nd July 2024We're looking for people with great customer service and communication skills to join us as sales consultants at Co-op Legal Services.
You'll work in our estate planning team; helping our clients to plan for events that happen in life and looking after their loved ones when they need our support.
We offer accessible legal advice and support around later life issues without the jargon.
Are you looking to benefit from a new career in Project Management?
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
We do this using our specialised programme looking at placing candidates into gateway project management positions to build the foundation of a project management career.
Are you looking to benefit from a new career in Project Management?
If you are organised, competent, dependable and can communicate well and motivate those around you; you could have a truly rewarding future as a Project Manager.
We do this using our specialised programme looking at placing candidates into gateway project management positions to build the foundation of a project management career.