Paraplanner - Birmingham, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Birmingham, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Capio recruitment are working with an award winning wealth management firm with growing ambition.

They provide a large number of high net worth clients with expert wealth management to help them achieve their objectives.

They have successfully grown in theirbusiness and reputation over the years and are now in the UK and Europe.

You will be within a close-knit team to provide support to the financial advisers.

Some of the day-to-day duties include preparing suitability reports, carrying out technical research, adhering to their compliance processes and liaising with third partieseffectively.

Our award winning client has experienced impressive growth over the recent years and they are looking for someone to join, embrace the growth and be part of an industry leading team.

What our client will offer you:
Attractive benefits package

Hybrid working with flexible hours

Ongoing training and development

Forward thinking firm with great progression routes

Exam support

Required experience:
Strong work ethic with an attitude to succeed

Multiple year's experience within an independent firm

working towards Level 4 Diploma

Proficient in Microsoft 365