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Paraplanning Professional
2 months ago
We are seeking a highly skilled and experienced Paraplanning Professional to join our team at Capio Recruitment. As a leading recruitment agency, we specialize in placing top talent in the financial services industry.
About the Role:
- 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.
- Collaborate with the team to enhance the practice's quality score.
Requirements:
- Minimum 2 years of experience in paraplanning.
- Level 4 Diploma qualification.
- Desire to progress career further within financial planning.
- High level of attention to detail and accuracy in work.
What We Offer:
- Hybrid working arrangement.
- Good pension contribution.
- Private medical care and insurance.
- Team socials.
- Early finish on Fridays.
Join Our Team:
At Capio Recruitment, we value our employees and offer a supportive and dynamic work environment. If you are a motivated and experienced paraplanning professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity.
