Job Title: Paraplanner
Location: Plymouth
Salary: £30,000 - £40,000
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.
Responsibilities:
- Providing support to the Financial Advisers
- Undertaking needs analysis work
- Performing research and various forms of calculations
- Preparing plan reviews
- Report and letter writing
The Required Skills:
- Level 4 Diploma in Regulated Financial Planning or working towards
- Strong understanding of Financial products
- Experience working within a financial planning firm
- Willingness to undertake industry relevant qualifications
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.