Trainee Paraplanner - Capio Recruitment Financial Planning : Job Details

Job Title: Trainee Paraplanner

Salary: £28,000 - £32,000

Location: Sheffield

This is a fantastic opportunity for an ambitious financial planning professional to join a forward-thinking Independent Financial Planning firm based in Sheffield. This firm has a strong reputation in the industry and provides independent advice across a range of case types including Pensions, Investments, and Corporate Advice.

With the role allowing for a financial planning administrator to become a Trainee Paraplanner, the role would suit someone who is working towards their diploma and some technical and report writing experience, alongside strong interpersonal skills and the desire to progress. This is a varied position and someone who is happy developing themselves and learning new skills would be ideal.

In addition to a supportive working culture, this firm offers flexible working, discretionary bonus, a great holiday offering, annual leave purchase scheme, reduced professional services and some great company funded events!

The Required Skills:

• Studying towards Level 4 Diploma qualified through the CII or equivalent
• Experience report writing and in a technical position
• Good communication skills and comfortable dealing with clients face to face, on the phone and through written correspondence.
• Experience with Intelligent Office would be advantageous

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