A brilliant opportunity for an enthusiastic and driven Junior Paraplanner to join a highly reputable business founded over 20 years ago. They are seeking to expand their team of Paraplanners, develop their talent and set them and the business up for further success.
They have multiple offices across the UK and are a growing presence nationally. Specialising in Financial Planning and Wealth Management for both Private and Corporate clientele, their clients are at the forefront of their business.
The business has a great, friendly culture based around teamwork and support to achieve the best results. Along with promoting talent internally and offering their employees the best chance of building a career with them, they love to shout about their individuals' successes. Their commitment to their employees is evident through their healthy benefit offering including exam support, great holiday scheme and company socials.
The Role
This role would involve supporting the Adviser Team in qualifying and processing new business, tax calculations and fund and product research. There will also be the opportunity to attend client meetings. To add to this, preparing case files and writing suitability reports to a high standard would be part of their day.
This role would be perfect for a hungry individual who has experience of working within a Financial Planning or Wealth Management firm and is looking for a supportive, friendly environment in which to continue their career.
The Required Skills:
- Experience Paraplanning within an IFA or Wealth Management environment is highly desirable
- Familiarity with major research systems such as FE Analytics, Voyant etc would be advantageous.
- Experience of the Pension Transfer market is desirable but not essential.
- Ability to communicate professionally and clearly whilst maintaining and developing professional relationships.
- Displays relevant knowledge of relevant regulation and legislation.
If you are interested in hearing more about this position, please get in touch with us at Capio.