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Paraplanner

4 months ago

Bury St Edmunds, United Kingdom CAPIO RECRUITMENT LIMITED Full time

**Job Title: Paraplanner**

**Location: Bury St Edmunds**

**Salary: £30,000 - £40,000**

**The Company**:
We are working on a brand-new position with an Independent Financial Planning business in Bury St Edmunds who are searching to add an additional member to the Paraplanning department helping with the provision of Financial Advice to valued clients.

This is an established firm who supports companies, private individuals, trusts and charities with advice on all areas of financial planning.

As a business our client offers an excellent employee development programme that rewards hard work and endeavour for staff at all levels.

This role will be working closely with the financial advisor and meeting with clients to take meeting notes and be more involved in the client process.

**The Role**:

- Paraplanning duties for qualified advisers
- Product research
- Report writing
- Report template design
- Maintenance of client files
- Attending client meetings
- File audit

**The Required Skills**:

- Paraplanning experience within a Financial Planning Firm
- Preferably Level 4 Diploma qualified
- Strong Pensions and Investments product knowledge
- Positive attitude
- Team Player

**What our client will offer you**:

- Hybrid working
- Generous holiday allowance
- Flexible working
- Pension
- Discretionary bonus
- Events and social

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment.