Rayleigh, Essex

Job Title: Paraplanner

Salary: £30,000 – £40,000

Location: Rayleigh

A fantastic opportunity to join a forward-thinking Independent Financial Planning firm that are based in Rayleigh and specialise in provide a tailored solution to their clientele across a range of advice areas. This firm advise on Pensions, Investments, Protection, IHT and some corporate advice. All of this is using the latest technology to add to their service along with extras like cash-flow modelling.

They have a good reputation within the marketplace and the firm’s Financial Planners are supported by the technical back office team. This role would suit someone who is Diploma Qualified and wants to test their technical knowledge in a senior position within an established Financial Planning Firm.

This role would involve supporting the firms financial planners with suitability report writing, fact finding, risk profiling and being involved with some client meetings, so if you want to hear more then get in touch.

The Required Skills:

  • Level 4 Diploma Qualified (essential)
  • Experience in providing paraplanning support within an IFA firm previously (preferably)
  • Strong technical knowledge, particularly around pensions and investments, along with a desire to continue development
  • Good understanding of the FCA and how a Financial services firm operates

If you are interested in hearing more about this position, please get in touch with us at Capio.

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