Paraplanner - Financial Planning Specialist
2 days ago
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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