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Financial Planning Assistant

2 months ago

Newton Abbot, Devon, 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 Newton Abbot.

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:

  • Processing information post-meeting
  • Writing and producing suitability reports
  • Performing product and fund research
  • Ensuring all tasks and client files are kept compliant
  • Updating back office systems
  • Analyzing data and using research tools for client solutions

What We Offer:

A hybrid working arrangement with the flexibility to work from home, a supportive team environment, and opportunities for professional growth and development.

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