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Paraplanning Professional
2 months ago
Job Summary:
We are seeking a highly skilled and experienced Paraplanner to join our team at Capio Recruitment. As a Paraplanning Professional, you will provide technical support to our financial advisors and directors, ensuring the delivery of high-quality financial planning services to our clients.
Key Responsibilities:
- Provide technical support to financial advisors and directors in informing and advising on financial planning factors.
- Organize reports and illustrations in a timely and accurate manner to ensure business efficiency.
- Assist in the development and implementation of financial plans and products.
- Collaborate with the team to enhance the Practice's Quality Score.
Requirements:
- Minimum 2 years of experience in Paraplanning.
- Level 4 Diploma Qualified.
- Desire to progress their career further within Financial Planning.
- High level of attention to detail and accuracy in their work.
What We Offer:
- Hybrid working arrangement.
- Good pension contribution.
- Private Medical Care and Insurance.
- Team socials.
- Early finish on Fridays.
About Us:
Capio Recruitment is a boutique Financial Planning firm based in the UK. We are committed to delivering exceptional financial planning services to our clients and providing a supportive and collaborative work environment for our team members.
