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2 months ago
Company Overview
Capio Recruitment is a leading recruitment agency specializing in the placement of skilled professionals within the financial services industry.
Job Summary
We are currently seeking a highly motivated and experienced Paraplanner to join our client's team. As a Paraplanner, you will play a crucial role in supporting the financial planning process, providing technical expertise, and ensuring the delivery of high-quality advice to 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 and quality advice.
- Assist in the development and implementation of financial plans, ensuring they meet the needs of clients.
- Collaborate with the team to achieve business objectives and improve the quality of advice.
Requirements
- Minimum 2 years of experience in Paraplanning.
- Level 4 Diploma qualification in a relevant field.
- Strong attention to detail and accuracy in work.
- Desire to progress career further within financial planning.
What We Offer
Our client offers a competitive salary, hybrid working arrangement, good pension contribution, private medical care, and insurance. This is an excellent opportunity for an experienced Paraplanner to join a dynamic team and contribute to the growth and success of the business.
