Paraplanner - Coventry, United Kingdom - CAPIO RECRUITMENT LIMITED

CAPIO RECRUITMENT LIMITED

Verified Company

Coventry, United Kingdom

3 weeks ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Capio recruitment are working with an independent Financial Planning firm based in Coventry for an experienced Paraplanner to join their team.

The firm prides themselves on their dynamic approach to financial advice which is tailored to their client's needs.
They provide holistic advice and specialises in retirement planning, tax planning and wealth management.

You will be working along side their Financial Adviser who mainly deals with high-net-worth clients and closely with the IFA Administrator.

Some of you day-day duties will include writing suitability reports, cash flow modelling, carrying out technical researchwhilst adhering to their compliance processes.

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:
Experience working within an independent firm

Level 4 Diploma Qualified in Financial Planning

Strong work ethic with an attitude to succeed

Proficient in using Microsoft 365 and back office systems like Intelligent Office