Financial Planning Assistant

4 days ago


Taunton, Somerset, United Kingdom Capio Recruitment Financial Planning Full time
Paraplanning Role at Capio Recruitment Financial Planning

We are seeking a skilled Paraplanner to join our team at Capio Recruitment Financial Planning, a leading Independent Financial Advice firm based in Taunton.

The ideal candidate will have a Level 4 Diploma qualification or be close to completion, with previous experience working in a similar Paraplanning role. Strong analytical and problem-solving skills are essential, as well as proficiency in using CRM systems and back office tools.

Key Responsibilities:

  • Process information post-meeting and produce suitability reports
  • Conduct product and fund research to support financial planners
  • Ensure all tasks and client files are kept compliant with regulatory requirements
  • Update back office systems to maintain accurate records
  • Analyze data and utilize research tools to provide client solutions

What We Offer:

  • A hybrid working arrangement with the flexibility to work from home
  • A supportive team environment with opportunities for professional growth
  • A competitive salary range of £35,000 - £45,000

If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.



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