Paraplanner

Capio Recruitment Financial Planning

Posted 8 days ago, valid for 11 days

Wolverhampton, Staffordshire WV6 7NR

£25,000 - £30,000 per annum

Full Time

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Sonic Summary

A boutique Financial Planning firm near Wolverhampton is seeking a Diploma Qualified Paraplanner.
The salary for this role ranges from £35,000 to £45,000.
Candidates should have a minimum of 2 years of experience in Paraplanning and a Level 4 Diploma qualification.
The position involves providing technical support to Advisors and Directors, as well as organizing reports and illustrations.
The firm offers a supportive culture, discretionary bonuses, a good holiday package, and additional benefits.

PARAPLANNER - WOLVERHAMPTON

Salary: £35,000 - £45,000

We are currently working with a boutique Financial Planning firm based near Wolverhampton. Seeking a Diploma Qualified Paraplanner to join their close-knit working environment and friendly team due to recent growth of the business.

The opportunity entails providing technical support to the Advisors and Directors in informing and advising on financial planning factors as well as utilising suitable plans and products. Additionally, organising reports and illustrations in a timely and accurate manner, to ensure business can be processed efficiently.

This role would suit an experience Paraplanner looking to broaden their technical knowledge and make a real impact to a firms growth and results.

In return the firm offer an inclusive and supportive culture, a discretionary bonus, a healthy holiday package, good pension contributions, Private Medical Care and Insurance, team socials as well as an early finish on a Friday!

The Required Skills:

- 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

If you are interested in hearing more about this position, please get in touch with us at Capio.

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