Financial Planning Professional
4 days ago
Location: Kettering
Salary: £24,000 - £26,000
About the CompanyCapio Recruitment Financial Planning is a highly professional and growing Financial Planning firm that offers holistic Financial Advice to both private individuals and businesses, as well as Investment Management services.
A modern, forward-thinking business that places technology at the heart of everything they do, with a state-of-the-art office premise, this is a firm that is moving in the right direction.
Having seen huge amounts of growth over the last few years, they are on the lookout for ambitious professionals interested in a career within Financial Planning.
About the RoleThis role would initially sit within the back-office function of the business and would involve a combination of administrative and paraplanning duties as you progress within the role.
The ideal candidate would be comfortable meeting clients and able to work in a fast-paced professional environment, with strong written and verbal communication skills.
There will also be contact with providers, and you will work closely with the firm's Financial Planners to provide a comprehensive service to the firm's clientele.
Longer term, the aim of the role would be to help you develop towards an advisory position and pursue your career as a Financial Planner.
Required Skills- R01 or equivalent, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning is highly desirable
- Relevant Degree and strong academic skills, as further exams may well be required within the role
- Experience of working within a Financial Planning or Wealth Management firm would be advantageous
- Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills, with a genuine interest in finance
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