Paraplanner - Financial Planning Specialist
4 days ago
Job Title: Paraplanner - Financial Planning Specialist
Salary: £35,000 - £45,000
Location: Cambridge
A leading Financial Services Firm is seeking an experienced Paraplanner to join their growing team. The firm offers a comprehensive Financial Advice Service including Pensions, Investment, Income Tax, and Discretionary Investment Management services.
The role involves Paraplanning across a range of cases and working closely with the firm's Financial Planners. The ideal candidate will have a Level 4 Diploma in Financial Planning and experience working with a IFA or Wealth Management Firm.
The Role:
The successful candidate will support experienced financial planners in providing tailored advice across a range of complex cases to High Net Worth Individuals with diverse needs. This comprehensive paraplanning role will involve:
- Compiling suitability reports
- Conducting research
- Cash-flow modelling
- Participating in client meetings
Required Skills:
- Level 4 Diploma in Financial Planning
- Experience working with a IFA or Wealth Management firm
- Excellent communication skills
- Ability to understand complex information
- Good understanding of the FCA and Financial Services regulations
If you are interested in this position, please contact us at Capio Recruitment Financial Planning.
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