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Paraplanner

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Job Title: Paraplanner Salary: £25,000 – £30,000 Location: Peterborough An Independent Financial Planning firm with a fantastic reputation in offering a comprehensive financial advice service including, Pensions, Investment and IHT services are on the lookout for a Paraplanner to join their growing team. They have won several awards and are recognised as a Chartered practice as well as being a growing name in the Wealth Management Market. They pride themselves on their technical, professional service which is tailored to each client’s needs. The role would include writing suitability reports, cash-flow forecasting, complex research and dealing with new and existing clients whilst working closely with the firm’s financial planners. They have a friendly, teamwork-orientated culture and the office has ample parking. There is a competitive benefits package, including exam support, so, if you are looking to join a vibrant team with a firm that can offer a good work/life balance, with a chance to develop your career then this could be for you. The Required Skills: • Level 4 Diploma Qualified, or progress made towards this. • Experience in working with an IFA or Wealth Management firm and experience in writing tailored suitability reports for various clients. • A desire and interest to continue developing your skillset. • Excellent communication skills and the confidence and ability to deal with clients in a professional, personable manner. • Good understanding of the FCA and how a Financial services firm operates If you are interested in hearing more about this position, please get in touch with us at Capio.

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