Financial Planning Specialist
19 hours ago
We are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning, a leading Independent Financial Advice firm based in Bristol.
This is a varied Paraplanning position that will allow you to develop your technical knowledge and grow professionally. You will have the opportunity to build client-facing experience by attending meetings and being involved in the advice process.
The ideal candidate will have a Level 4 Diploma in Financial Planning, previous experience working in a Paraplanning position, and strong skills in cashflow modelling and system usage. They will be proactive, driven, and able to work collaboratively as part of a team.
We offer a range of benefits, including hybrid working, full exam and study support, discretionary bonus, and company-wide events. If you are a motivated and experienced Paraplanner looking to take your career to the next level, we encourage you to apply.
Key Responsibilities:
- Writing suitability reports on a variety of case types
- Cashflow modelling and system usage
- Attending meetings and being involved in the advice process
- Working collaboratively as part of a team
What We Offer:
- Hybrid working
- Full exam and study support
- Discretionary bonus
- Company-wide events
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