Financial Planning Assistant

2 days ago

Taunton, Somerset, United Kingdom Capio Recruitment Financial Planning Full time
Paraplanner Job Opportunity

Capio Recruitment Financial Planning is seeking a skilled Paraplanner to join their team in Taunton. As a Paraplanner, you will play a crucial role in providing seamless support to financial planners, ensuring all tasks and client files are kept compliant, and updating back office systems.

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
Requirements:
  • Level 4 Diploma qualified or close to completion (Chartered desirable)
  • Previous experience working in a similar Paraplanning role
  • Analytical with good problem-solving skills
  • Previous experience using CRM systems and back office tools

If you are interested in this position, please get in touch with us at Capio Recruitment Financial Planning.

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