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Paraplanner
4 weeks ago
Capio recruitment are working with an Independent Financial Planning firm who are looking for a Diploma Qualified Paraplanner. They are a comprehensive financial advice firm who provide help and support for medium and long term financial planing requirements.They offer holistic advice on products from the whole market.
You will be working closely with the Financial Advisers within a close-knit team. Some of the day-to-day duties include producing suitability reports, cash flow modelling, risk profiling and exposure and researching further products.
Our award winning client has experienced impressive growth over the recent years and they are looking for someone to join, embrace the growth and be part of the industry leading team.
What our client will offer you:
Attractive benefits package
Hybrid working with flexible hours
Ongoing training and development
Forward thinking firm with great progression routes
Required experience:
Experience working within an independent firm
Level 4 Diploma qualified in Financial Planning
Strong work ethic with an attitude to succeed
Proficient in using Microsoft 365
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Ifa Administrator
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Dudley, United Kingdom CAPIO RECRUITMENT LIMITED Full timeCapio recruitment is working with a highly respected Financial Planning firm for an exciting opportunity for an IFA Administrator to join. The firm has over 20 years of experience and offer an holistic approach to financial planning. Supporting their clientswith their Pensions, investments, tax planning and wealth management to help reach their clients...
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Ifa Administrator
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Dudley, United Kingdom CAPIO RECRUITMENT LIMITED Full timeCapio recruitment is working with a highly respected Financial Planning firm for an exciting opportunity for an IFA Administrator to join. The firm has over 20 years of experience and offer an holistic approach to financial planning. Supporting their clientswith their Pensions, investments, tax planning and wealth management to help reach their clients...
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Dudley, Dudley, United Kingdom CAPIO RECRUITMENT LIMITED Full timeCapio recruitment is working with a highly respected Financial Planning firm for an exciting opportunity for an IFA Administrator to join. The firm has over 20 years of experience and offer an holistic approach to financial planning. Supporting their clientswith their Pensions, investments, tax planning and wealth management to help reach their clients...