Paraplanner

3 days ago


Wolverhampton, United Kingdom CAPIO RECRUITMENT LIMITED Full time

**Job Title -Paraplanner**

**Location - Wolverhampton**

**Salary - £35,000 - £45,000**

Capio Recruitment is working with a highly respected financial planning firm on an exciting opportunity for a Technical Paraplanner to join a forward-thinking practice in Wolverhampton, due to impressive growth in recent years. The firm prides themselveson their service to their clients, specialising in providing financial advice to high-net-worth individuals.

As a Technical Paraplanner you will be directly supporting the Financial Planners of the business, with duties consisting of providing technical reports, attending meetings with advisers, financial analysis, and research.

Alongside the day-to-day role, you will have a comprehensive training structure set out to assist your development within your career, with internal progression being a key part of their business. This firm heavily invest in growing and developing talentwhilst providing a family feel environment, with regular social events.

**What our client will offer you**:

- Competitive salary
- Progressive company with a social and supportive office environment
- Attractive benefits package, including bonus
- Dynamic workplace with key development and experience
- Hybrid working approach

**Required experience**:

- Level 4 Diploma in Regulated Financial Planning or equivalent is essential. Working towards Level 6 is preferred.
- Understanding of back-office systems such as Intelligent Office, FE Analytics
- Ambitious individual looking to join a leading Independent Financial Advisor
- Excellent communication skills

To discuss this opportunity at length, please contact one of our Financial Planning team specialists at Capio Recruitment


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