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Diploma Qualified Support Specialist
2 months ago
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.