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Paraplanning Professional
2 months ago
Job Title: Paraplanner
Location: Bristol
Salary: £35,000 - £45,000
This is an opportunity to join a fast-paced and growing Independent Financial Advice firm based in the heart of the city.
We are seeking an experienced Paraplanner to join our vibrant and friendly team. This is a varied Paraplanning position allowing you to develop your technical knowledge and grow professionally.
A great opportunity to build client-facing experience by attending meetings and being involved with the advice process.
We are offering great benefits including, hybrid working, full exam and study support, discretionary bonus, and company-wide events.
Required Skills:
• Level 4 Diploma qualified in Financial Planning
• Previous experience working within a Paraplanning position
• Experience writing suitability reports on a variety of case types
• Cashflow modelling and use of systems such as Voyant
• Proactive and driven
• Ability to work collaboratively as part of a team but also manage own workloads
About Us:
Capio Recruitment Financial Planning is a leading provider of financial planning services. We are committed to delivering exceptional results and building long-term relationships with our clients.
