Paraplanner
other jobs Capio Recruitment Financial Planning
Added before 8 Days
- England,South East,West Sussex
- Full Time, Permanent
- £37,500 - £47,500 per annum
Job Description:
Job Opportunity: Paraplanner
Location: West Sussex
Salary: £37,500 - £47,500
We are working with a well-established financial advisory firm providing integrated financial and tax advice to individuals, business owners and professionals at all stages of life. Their collaborative approach ensures clients receive a comprehensive and strategic wealth management service, with a strong focus on long-term outcomes, investment growth and tax efficiency.
You Will:
Work closely with Financial Advisors and support teams writing suitability reports, preparing and maintaining client files, producing cashflow forecasts, researching and analysing market products whilst always ensuring compliance. You will also be expected to coach and support your team members and new starters where necessary.
About You:
*Must have experience within a Paraplanning role
*Strong technical knowledge alongside attention to detail and proactive approach
*Knowledge of compliance and regulatory requirements
*Level 4 Diploma qualified (preferred)
What’s In It For You?
*Modern working environment with relaxed dress code
*Flexible and hybrid working options
*Death in Service, WPA Cash Plan
*Further progression and qualification support
Please apply directly or reach out to Capio Recruitment for further information around this opportunity. We look forward to hearing from you.
Location: West Sussex
Salary: £37,500 - £47,500
We are working with a well-established financial advisory firm providing integrated financial and tax advice to individuals, business owners and professionals at all stages of life. Their collaborative approach ensures clients receive a comprehensive and strategic wealth management service, with a strong focus on long-term outcomes, investment growth and tax efficiency.
You Will:
Work closely with Financial Advisors and support teams writing suitability reports, preparing and maintaining client files, producing cashflow forecasts, researching and analysing market products whilst always ensuring compliance. You will also be expected to coach and support your team members and new starters where necessary.
About You:
*Must have experience within a Paraplanning role
*Strong technical knowledge alongside attention to detail and proactive approach
*Knowledge of compliance and regulatory requirements
*Level 4 Diploma qualified (preferred)
What’s In It For You?
*Modern working environment with relaxed dress code
*Flexible and hybrid working options
*Death in Service, WPA Cash Plan
*Further progression and qualification support
Please apply directly or reach out to Capio Recruitment for further information around this opportunity. We look forward to hearing from you.
Job number 3401857
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