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Financial Planning Assistant

2 months ago

Plymouth, Plymouth, United Kingdom Capio Recruitment Financial Planning Full time
Financial Planning Assistant

Capio Recruitment Financial Planning is seeking a skilled Financial Planning Assistant to join their team. As a key member of the wealth management team, you will work closely with Financial Advisers to provide support and undertake needs analysis work.

Key Responsibilities:

  • Providing administrative support to Financial Advisers
  • Conducting research and calculations to inform financial planning decisions
  • Preparing plan reviews and reports
  • Developing strong client relationships

Requirements:

  • Level 4 Diploma in Regulated Financial Planning or working towards
  • Strong understanding of financial products and services
  • Experience working in a financial planning firm
  • Willingness to undertake industry-relevant qualifications

Capio Recruitment Financial Planning offers a dynamic and supportive work environment. If you are a motivated and detail-oriented individual with a passion for financial planning, we encourage you to apply for this exciting opportunity.