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Financial Planning Specialist

2 months ago

Bristol, Bristol, United Kingdom Capio Recruitment Financial Planning Full time
Paraplanning Opportunity at Capio Recruitment Financial Planning

We are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanning Professional, you will play a vital role in supporting our Financial Planning specialists in delivering high-quality advice to our clients.

Key Responsibilities:

  • Assist in the preparation of suitability reports for a variety of case types
  • Contribute to the development of client-facing materials and presentations
  • Collaborate with the team to ensure seamless delivery of advice services
  • Stay up-to-date with industry developments and best practices in Paraplanning

Requirements:

  • Level 4 Diploma qualified in Financial Planning
  • Previous experience working within a Paraplanning position
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills

What We Offer:

  • Hybrid working arrangement
  • Full exam and study support
  • Discretionary bonus
  • Company-wide events and social activities

For more information about this opportunity, please contact one of our Financial Planning specialists at Capio Recruitment Financial Planning.