Diploma Qualified Advisor

6 days ago


Co West Midlands, United Kingdom Capio Recruitment Full time £35,000 - £45,000

Salary: £35,000 - £45,000

We are seeking a highly skilled and experienced Paraplanner to join our boutique Financial Planning firm in the West Midlands region. 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 have a strong background in Paraplanning, with a minimum of 2 years of experience and a Level 4 Diploma qualification. They 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.

This role would suit an experienced Paraplanner looking to broaden their technical knowledge and stay up-to-date with FCA regulations. 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 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

About Capio Recruitment:

Capio Recruitment is a leading recruitment agency specializing in Financial Planning and Paraplanning roles. We pride ourselves on providing exceptional service and support to our clients and candidates. If you are interested in learning more about this position, please get in touch with us.



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