Paraplanning Professional
6 days ago
Job Opportunity: We are seeking a highly skilled and experienced Paraplanner to join our team at Capio Recruitment.
About the Role: As a Paraplanner, you will provide technical support to our Advisors and Directors in informing and advising on financial planning factors, and on utilizing suitable plans and products.
Key Responsibilities:
- Organize reports and illustrations in a timely and accurate manner to ensure business can be processed efficiently.
- Ensure the suitability of the advice given enhances the Practice's Quality Score.
- Provide high-level technical support to the Advisors and Directors.
Requirements:
- Minimum 2 Years 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:
We offer a competitive salary, hybrid working, a good pension contribution, Private Medical Care and Insurance, team socials, and an early finish on a Friday.
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Paraplanning Professional
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Paraplanning Professional
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Paraplanning Professional
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west midlands, United Kingdom Capio Recruitment Full timeJob Opportunity at Capio RecruitmentJob 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...
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west midlands, United Kingdom Capio Recruitment Full timeJob Opportunity at Capio RecruitmentJob 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...
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