Capstone Financial provide a range of financial planning services to our clients and pride ourselves on building long term client relationships based on trust, personal service and high quality support.
Due to continued expansion we are looking for a new member of our Paraplanning Team.
The day to day role involves:
* Receiving new cases from our team of financial planners and reviewing the case to familiarise yourself with the recommendation and client needs
* Inputting client fact find data into our CMS - Salesforce
* Ensuring that the client and case is set up accurately and compliantly
* Liaising with the financial planner in respect of clarifying case information and/or requesting additional information
* Checking scheme information and contacting the provider to clarify information and requesting additional information where required
* Carrying our critical yield calculations
* Producing illustrations
* Using FE Analytics for fund research
* Producing client suitability report
* Submitting the case to SJP's compliance team for checking
* Carrying out any adjustments / remedials
About you:
Level 4 qualified with a good working knowledge of a wide range of financial products in order to provide our clients with holistic financial advice. This includes pensions including drawdown, investments, IHT planning and protection.
You must be an enthusiastic individual with a 'can do' approach and positive demeanour
A team player, flexible in your approach to assist other teams/colleagues in order to help Capstone to deliver a high level of service to our clients
You will be used to having a busy case load and confident to deal with financial plannners
Hours of work / benefits:
Salary negotiable and dependent upon qualifications and experience
Monday to Friday 8am to 4pm or 9am to 5pm (whichever is preferred)
Hybrid working after 3 months (3 days office, 2 days at home)
Holidays 25 days standard plus extra days for long service (total of 27 days after 5 years) plus bank holidays.
Team bonus scheme of up to 10% per annum
Financial support to become chartered and an opportunity to progress to financial planner if that's your desire
Life Assurance
Company pension scheme
Company days / socials
Great working environment/culture
Job Types: Full-time, Permanent
Pay: £38,000.00-£40,000.00 per year
Benefits:
* Company pension
* Employee discount
Work Location: Hybrid remote in Altrincham WA14 2DT