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Paraplanner

Capio Recruitment Financial Planning
Posted 14 days ago, valid for a month
Location

Wolverhampton, Staffordshire WV6 7NR

Salary

£25,000 - £30,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Paraplanner at a boutique Financial Planning firm near Wolverhampton, offering a salary range of £35,000 to £45,000.
  • The firm is seeking a Diploma Qualified Paraplanner with a minimum of 2 years of experience.
  • The role involves providing technical support to Advisors and Directors, as well as organizing reports and illustrations efficiently.
  • Candidates should possess a high level of attention to detail and a desire to advance their career in Financial Planning.
  • The firm promotes an inclusive culture and offers benefits such as a discretionary bonus, holiday package, and private medical care.

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.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.