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Paraplanner - Financial Planning Specialist

2 months ago

Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Full time £35,000 - £45,000

Job Opportunity

Paraplanner - Financial Planning Specialist

About the Role

We are seeking a highly skilled Paraplanner to join our client's team in a boutique Financial Planning firm. As a Paraplanner, you will play a crucial role in providing technical support to the Advisors and Directors in informing and advising on financial planning factors.

Key Responsibilities

  • Providing technical support to Advisors and Directors in financial planning
  • Utilizing suitable plans and products to meet client needs
  • Organizing reports and illustrations in a timely and accurate manner
  • Ensuring business operations are processed efficiently

Requirements

  • Minimum 2 years of experience in Paraplanning
  • Level 4 Diploma Qualified
  • Desire to progress career further within Financial Planning
  • High level of attention to detail and accuracy in work

What We Offer

Our client offers a supportive culture, discretionary bonus, healthy holiday package, good pension contributions, Private Medical Care and Insurance, team socials, and an early finish on Fridays.