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Diploma Qualified Support Specialist

2 months ago


Wolverhampton, Wolverhampton, United Kingdom Capio Recruitment Financial Planning Full time

Job Summary:

We are seeking a highly skilled and experienced Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanning Professional, you will provide technical support to our Advisors and Directors in informing and advising on financial planning factors, and on utilizing suitable plans and products.

Key Responsibilities:

  • Organize reports and illustrations in a timely and accurate manner to ensure business can be processed efficiently.
  • Provide technical support to Advisors and Directors in informing and advising on financial planning factors.
  • Utilize suitable plans and products to enhance the Practice's Quality Score.

Requirements:

  • 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.

What We Offer:

  • Hybrid working arrangement.
  • Good pension contribution.
  • Private Medical Care and Insurance.
  • Team socials.
  • Early finish on a Friday.