Financial Planning Assistant
1 week ago
Financial Planning Assistant
**About the Role**
We are seeking a highly skilled Financial Planning Assistant to join our team at Capio Recruitment Financial Planning. As a key member of our wealth management team, you will provide critical support to our Financial Advisers, helping them to deliver exceptional client service and achieve their goals.
**Responsibilities**
* Provide administrative support to the Financial Advisers, ensuring seamless day-to-day operations
* Conduct thorough needs analysis to identify client requirements and develop tailored solutions
* Conduct research and perform complex calculations to inform client recommendations
* Prepare and review financial plans, ensuring accuracy and attention to detail
* Develop and maintain strong relationships with clients, providing exceptional service and support
**Requirements**
* Level 4 Diploma in Regulated Financial Planning or working towards
* Strong understanding of financial products and services
* Proven experience working within a financial planning firm
* Willingness to undertake industry-relevant qualifications and ongoing professional development
**What We Offer**
* Opportunity to work with a dynamic and supportive team
* Professional development and training opportunities
* Competitive salary and benefits package
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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