Paraplanner

Job Title: Paraplanner
Location: Bath (Hybrid)
Salary: £35,000 - £40,000
Capio Recruitment is working with an independent financial planning firm on an exciting opportunity for an Paraplanner to join a practice in Bath. The firm prides themselves on providing a high-quality service with a priority of putting their clients first. They have an excellent level of knowledge in services such as protection, investments, and pensions.
As a Paraplanner, you will play a critical role in supporting their financial advisors to provide top-quality financial planning advice and investment solutions to their clients. Your role will involve researching and analysing financial products, preparing suitability reports and working closely with their financial advisors to deliver exceptional service to their clients.
They offer a competitive salary, hybrid working and benefits package, including hybrid working, discretionary bonuses and training and development opportunities to help you progress in your career.
To be successful in this role, you should have excellent analytical skills, attention to detail, and a strong knowledge of financial planning and investment products. You should be able to work collaboratively as part of a team, and have excellent communication and interpersonal skills.
Key requirements:
A minimum of two years of experience working as a Paraplanner in a financial planning firm
A good understanding of financial planning and investment products
Strong analytical skills and attention to detail
Excellent communication and interpersonal skills
Diploma in Regulated Financial Planning (or working towards)
To discuss this opportunity further, please contact one of our Financial Planning specialists at Capio Recruitment.