Financial Planning Specialist
3 hours ago
We are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanning Professional, you will play a vital role in supporting our Financial Planning specialists in delivering high-quality advice to our clients.
Key Responsibilities:
- Assist in the preparation of suitability reports for a variety of case types
- Contribute to the development of client-facing materials and presentations
- Collaborate with the team to ensure seamless delivery of advice services
- Stay up-to-date with industry developments and best practices in Paraplanning
Requirements:
- Level 4 Diploma qualified in Financial Planning
- Previous experience working within a Paraplanning position
- Strong analytical and problem-solving skills
- Excellent communication and interpersonal skills
What We Offer:
- Hybrid working arrangement
- Full exam and study support
- Discretionary bonus
- Company-wide events and social activities
For more information about this opportunity, please contact one of our Financial Planning specialists at Capio Recruitment Financial Planning.
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