Paraplanner

4 weeks ago

Dudley, United Kingdom CAPIO RECRUITMENT LIMITED Full time

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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