Paraplanner

About the Role

Capio Recruitment is collaborating with an independent financial advisory firm located in Bath to find a Paraplanner. This company is known for its commitment to delivering excellent client services, focusing primarily on protection, investments, and pensions. The Paraplanner will be essential in aiding financial advisors in offering comprehensive financial planning and investment advice.

Job Responsibilities

The successful candidate will be responsible for conducting research and analysis on various financial products, creating suitability reports, and closely supporting financial advisors to ensure exceptional client service.

Candidate Requirements

• Experience as a Paraplanner within a financial planning environment.
• Strong knowledge of financial planning and investment products.
• Excellent analytical abilities and meticulous attention to detail.
• Effective communication and interpersonal talents.
• Possession of or currently pursuing a Diploma in Regulated Financial Planning.

Compensation and Benefits

This role offers a competitive salary ranging from £35,000 to £40,000 annually. Additional perks include a hybrid work model, discretionary bonuses, and opportunities for professional development and training to advance your career.