______________________
__________________
____________________
_____________________
_____________________
______________________
______________________
_______________________
_____________________
______________________
Job Title: Paraplanner Salary: £30,000- £40,000 Location: Northampton 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. With state-of-the-art offices in Northampton, our client is now looking for an experienced Paraplanner to join their team with duties consisting of providing technical reports, attending meetings with advisers, cashflow modelling and general support in formulating the advice for the clients. Alongside the day-to-day role, you will have a comprehensive training structure set out to assist your development within your career. With internal progression routes being a key part of the business, many of the Chartered Financial Planners within the team have started off in this advisory support role. The Benefits: Flexible working hours Internal progression routes within a reputable firm Death in Service Generous Pension Contribution, and holiday allowance Discretionary Annual Bonus Full exam support and study leave Onsite parking The Required Skills: Level 4 Qualified or working towards as a minimum Personable professional who is comfortable dealing with clients both written and verbally. Strong level of technical knowledge around pensions, investments and experience of utilising cash-flow modelling reports. If you are interested in hearing more about this position, please get in touch with us at Capio. "INDDAN"
Job Title: Senior IFA Administrator Location: Northampton Salary: £27,000 - £30,000 The Company: A well-established Financial Planning firm, who pride themselves on tailored, specialist Financial Advice for both private individuals and businesses are looking for a Technical Administrator to join their back-office team. A modern, forward-thinking business with new office spaces and focus on embracing technology at the heart of what they do - this is a firm that is moving in the right direction. Having seen impressive amounts of growth, 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, this firm heavily invest in growing and developing their own talent so the chance to develop your own skills through CPD will be available. The Role: This role would sit within the back-office function of the business and would involve providing administrative support to at least one senior advisor within the firm. The ideal candidate would be comfortable meeting clients and able to work in fast-paced professional environment, so someone who is able to present information clearly and concisely with strong written and verbal communication skills is key. There will also be contact with providers and you will work closely with the firm's Financial planners to provide a comprehensive service to the firms clientele. If you are looking to take the next step in your 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: R01, CF1, FA1 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is desirable Experience of working within a Financial Planning or Wealth management firm is essential Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills with a genuine interest in finance. If you are interested in discussing this position, then please get in touch with Capio Recruitment.