Paraplanner - Capio Recruitment Financial Planning : Job Details

Job Title: Paraplanner

Salary: £35,000 - £38,000

Location: Bournemouth

This is a superb opportunity to join a highly regarded, IFA Firm that provide a comprehensive, tailored, client-centric service across a wide range of Financial Planning needs. Having multiple offices in the South, they are an established business that provide a holistic service.

They have an excellent reputation and a well-established client base along with professional introducers from local accountancy and legal practices.

Due to growth and an increase in clients and workload, they are now looking for an experienced paraplanner to join their friendly team.

There is a culture built around teamwork and shared knowledge to provide the best experience possible for their clients and this role would suit someone looking for a supportive environment where working well together is encouraged and rewarded.

They also great benefits such as hybrid working, full exam support and additional bonuses.

Required Experience

• Level 4 Diploma in Financial Planning
• Chartered status would be advantageous
• 5+ years paraplanning experience within financial planning
• Strong understanding and technical knowledge, particularly around pensions and investments.
• Excellent report writing skills and high attention to detail
• Ability to work as part of a team and individually

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment