DB Financial Planning Specialist

4 days ago

west midlands, United Kingdom Capio Recruitment Full time

Job Opportunity

Salary: £35,000 - £45,000

We are seeking a skilled professional to join our boutique Financial Planning firm as a DB Paraplanner. The successful candidate will provide technical support to our Advisors and Directors in informing and advising on financial planning factors, and on utilizing suitable plans and products.

The ideal candidate will be responsible for organizing reports and illustrations in a timely and accurate manner, ensuring business can be processed efficiently, and the suitability of the advice given enhances our Practice's Quality Score.

In return, we offer a hybrid working arrangement, a good pension contribution, Private Medical Care and Insurance, team socials, and an early finish on Fridays.

Required Skills:

  • Minimum 2 Years 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

About the Role:

This is an excellent opportunity for a motivated and detail-oriented individual to join our team and contribute to the success of our Financial Planning firm.

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