Job Title: Paraplanner (Remote)
Salary: £30,000 - £37,000
Location: Remote with the occasional Team meeting in London/Milton Keynes area
We have a great Paraplanning opportunity within a forward thinking, modern independent Financial Planning firm currently working remotely. They are looking to continue to grow and develop their team with the aim of training up advisors in the future.
This firm offers a truly personal and friendly service to their clients whilst prioritising the health and wellbeing of their team.
The successful person will provide technical and client facing support to high-net-worth clients among a range of advice areas such as tax planning, investments, retirement planning, estate planning and protection. They will be responsible for producing suitability reports, valuations, authority letters, quotations and cash flow forecasts.
In return the firm offer great development opportunities, exam support, remote working, a good pension contribution, and a warm, friendly team!
The Required Skills:
- Minimum 2 Years experience in Paraplanning
- Working towards or achieved Level 4 Diploma
- Ability to manage own diary, manage time and prioritise workload
- High level of analytical attention to detail and accuracy in their work
If you are interested in hearing more about this position, please get in touch with us at Capio.