Paraplanner
6 days ago
Capio recruitment are working closely with an Independent Financial Planning firm who are looking for a Paraplanner to join their team in Coventry.
They pride themselves on their values and always put the customer first at every step of the way.They havea broad range of technical financial knowledge, they work closely within a team and are involved in various cases; retirement planning, Investments, pensions, estate planning and also more complex cases such as; defined benefits, equity release and variousother complex areas.
Some of your day-to-day duties will include; ensuring compliance and process procedures are followed for new and existing clients, conducting research and analysis for the financial advisor's, interacting with clients in an efficient and professional mannerand also completing some of the basic administration duties around the office.
What our client will offer you:
- Salary is negotiable and dependent on experience
- Attractive benefits package
- Ongoing training and development support
- Exam support
- Close knit working environment
- Free parking
Required Experience:
- Previous experience as an IFA Paraplanner or Senior Administrator
- Ideally Level 4 Diploma Qualified or working towards/commitment to work towards
- Proficient in using Microsoft 365 and back office systems like Intelligent office
- An interest in Financial Services particularity Pensions and Investments
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