Paraplanning Professional

4 days ago


west midlands, United Kingdom Capio Recruitment Full time
Job Opportunity at Capio Recruitment

Job Summary:

We are seeking a highly skilled and experienced Paraplanner to join our team at Capio Recruitment. As a Paraplanning Professional, you will provide technical support to our financial advisors and directors, ensuring the delivery of high-quality financial planning services to our 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.
  • Assist in the development and implementation of financial plans and products.
  • Collaborate with the team to enhance the Practice's Quality Score.

Requirements:

  • 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.

What We Offer:

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

About Us:

Capio Recruitment is a boutique Financial Planning firm based in the UK. We are committed to delivering exceptional financial planning services to our clients and providing a supportive and collaborative work environment for our team members.



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