Paraplanner - Financial Planning Specialist

2 days ago


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

Job Title: Paraplanner - Financial Planning Specialist

About the Role:

We are seeking a highly skilled and experienced Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanner, you will play a crucial role in providing technical support to our Advisors and Directors in informing and advising on financial planning factors.

Key Responsibilities:

  • Providing technical support to Advisors and Directors in informing and advising on financial planning factors
  • Utilizing suitable plans and products to meet client needs
  • Organizing reports and illustrations in a timely and accurate manner
  • Ensuring business operations are processed efficiently

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 work

What We Offer:

  • Inclusive and supportive work environment
  • Discretionary bonus
  • Healthy holiday package
  • Good pension contributions
  • Private Medical Care and Insurance
  • Team socials
  • Early finish on Fridays


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