Paraplanner - Capio Recruitment Financial Planning : Job Details

Job Title: Paraplanner

Salary: £35,000 - £45,000

Location: Lincolnshire

We currently have a great Paraplanning opportunity within a reputable, growing Financial Planning practise. They are searching for an experienced Paraplanner to join their team that delivers holistic financial planning to their clients. They provide advice on a variety of areas including investments, pensions, protection, insurance, tax and trusts.

The successful person will provide direct technical support to the Advisors and work to build long lasting relationships. You will prepare for client reviews, assist with new business generation, write suitability and recommendation reports, track Advisors performance against KPI’s and regularly liaise with product providers.

This role would suit an experienced Paraplanner, keen to broaden their technical knowledge and keep up to date with FCA regulations.

In return the firm offer a great salary, further exam support and progression, flexible working, Death In Service, office parking and an inclusive culture.