Paraplanner - Capio Recruitment Financial Planning : Job Details

Job Title: Paraplanner

Salary: £30,000 - £38,000

Location: Oxford

We have an exciting opportunity within a growing and well-respected independent financial advice firm that have an excellent reputation within the industry.

Working with both Personal and Corporate clients they handle a diverse range of case types including Pensions, Investments, Protection, IHT, Estate Planning, Trusts, Group Risk and Employee Benefits.

This role is varied in the types of cases resulting in some great learning and development opportunities as well as giving the chance for someone to really utilise their knowledge in an independent firm.

Due to this opportunity being with a large firm, there are some great benefits on offer such as hybrid working, holiday trading, exam support, PMI, DIS, and many more!

In addition, there is a great adult working culture and team work vibe throughout the company.

The Required Skills:

• Experience of working within a Financial Planning is essential
• An understanding of Paraplanning with knowledge around Suitability Reports
• Achievement of Level 4 Diploma in Financial Planning or equivalent.
• Personable professional who is organised and a good communicator
• Experience with I/O and FE Analytics is desirable

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