Experienced Paraplanner Wanted for Independent Financial Planning Firm

1 day ago


Nottingham, Nottingham, United Kingdom Capio Recruitment Full time
About the Role

Capi Recruitment is working with a truly independent financial planning firm on an exciting opportunity for an experienced Paraplanner to join a practice in Nottingham.

About the Firm

The firm prides themselves on their dynamic approach to financial advice which is tailored to their client's needs. Alongside their Chartered status, they have an excellent level of technical knowledge particularly around pensions, income protection and cashflow.

About the Team

You will be working collaboratively with the firms financial planners and within the close-knit wealth management team who offer holistic advice to high-net-worth clients.

Key Responsibilities
  • Producing suitability reports
  • Cash flow modelling
  • Risk profiling and exposure
  • Researching further products
What We Offer
  • Hybrid working with flexible hours
  • Competitive salary based on experience
  • A positive team environment with a breadth of support and room to grow
  • Paid for training and qualifications
  • Healthy benefits package including a generous holiday with option to buy more holiday, online GP, work mobile phone, attractive pension contribution
Requirements
  • Diploma qualified Paraplanner
  • 3 or more years' experience
  • Good technical knowledge
  • Strong attention to detail, organisation and a problem solving acumen
  • Proficient in cash flow systems such as Voyant and Excel


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