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Paraplanner - Financial Planning Expert

2 months ago

Exeter, Devon, United Kingdom Capio Recruitment Financial Planning Full time

About the Role:

Capio Recruitment Financial Planning is seeking a skilled Paraplanner to join their team in Exeter. As a Paraplanner, you will play a critical role in supporting financial advisors to provide top-quality financial planning advice and investment solutions to clients.

Key Responsibilities:

  • Research and analyze financial products to prepare suitability reports
  • Work closely with financial advisors to deliver exceptional service to clients
  • Collaborate with the team to provide high-quality financial planning advice and investment solutions

Requirements:

  • Minimum of two years of experience working as a Paraplanner in a financial planning firm
  • Good understanding of financial planning and investment products
  • Strong analytical skills and attention to detail
  • Excellent communication and interpersonal skills
  • Diploma in Regulated Financial Planning (or working towards)

What We Offer:

  • Competitive salary
  • Hybrid working arrangement
  • Discretionary bonuses
  • Training and development opportunities

About Us:

Capio Recruitment Financial Planning is a leading recruitment agency specializing in financial planning and recruitment. We pride ourselves on providing a high-quality service to our clients and candidates.