Paraplanner (DipPFS) – Collaborative Role in Taunton

CAP Resourcing LTD; Taunton; On-site; GBP 40,000 - 50,000; Full time

Benefits offered by this job

Pooled paraplanning support model

Ongoing professional development

Modern offices in Taunton

Job summary

CAP Resourcing LTD is partnering with a growing IFA group to appoint a Diploma qualified Paraplanner in Taunton. You’ll focus on delivering quality work, develop your technical expertise and join a collaborative team with paraplanning support.

You will handle pensions, investments and wider financial planning, preparing suitability reports and supporting Financial Advisers with client recommendations. Modern offices in Taunton and clear career development opportunities are on offer.

Qualifications

• DipPFS/DipFA or equivalent diploma in Financial Planning.

Responsibilities

• Prepare suitability reports and support Financial Advisers with client recommendations.
• Collaborate with Advisers on a varied range of cases and maintain high-quality work.

Education

Diploma in Financial Planning (DipPFS / DipFA)

Job description

CAP Resourcing LTD is partnering with a growing IFA group to appoint a Diploma qualified Paraplanner in Taunton. You’ll focus on delivering quality work, develop your technical expertise and join a collaborative team with paraplanning support.

You will handle pensions, investments and wider financial planning, preparing suitability reports and supporting Financial Advisers with client recommendations. Modern offices in Taunton and clear career development opportunities are on offer.