Financial Planning Assistant

11 hours ago


Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full time
Exciting Opportunity for a Paraplanner

Capio Recruitment Financial Planning is seeking an experienced Paraplanner to join their dynamic team in Nottingham. The ideal candidate will have a strong background in financial planning, excellent technical knowledge, and a passion for delivering high-quality results.

Key Responsibilities:

  • Producing suitability reports and cash flow modelling
  • Researching and recommending financial products
  • Working collaboratively with financial planners and wealth management team
  • Providing holistic advice to high-net-worth clients

Requirements:

  • Diploma qualified Paraplanner
  • 3 or more years' experience in financial planning
  • Strong technical knowledge and attention to detail
  • Proficient in cash flow systems such as Voyant and Excel

What We Offer:

  • Competitive salary based on experience
  • Hybrid working with flexible hours
  • A positive team environment with a breadth of support and room to grow
  • Paid for training and qualifications
  • Healthy benefits package including a generous holiday allowance

Capio Recruitment Financial Planning is an award-winning company with impressive growth over the recent years. We are looking for a talented individual to join our team and contribute to our success.



  • Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full time

    {"h1":"Paraplanner Opportunity at Capio Recruitment Financial Planning"} Capio Recruitment Financial Planning is seeking an experienced Paraplanner to join their team in Nottingham. The ideal candidate will have a strong background in financial planning and a passion for delivering high-quality results. About the Role The Paraplanner will be responsible...


  • Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full time

    {"h1":"Paraplanner Opportunity at Capio Recruitment Financial Planning"} Capio Recruitment Financial Planning is seeking an experienced Paraplanner to join their team in Nottingham. The ideal candidate will have a strong background in financial planning and a passion for delivering high-quality results. About the Role The Paraplanner will be responsible...


  • Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title - IFA Administrator Location - Nottingham Salary - £25,000 - £28,000 Job Description: We are seeking a highly motivated and detail-oriented IFA Administrator to join our expanding team in Nottingham. As an IFA Administrator, you will play a crucial role in providing administrative support to our Financial Advisers and Paraplanners, ensuring the...


  • Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full time

    Exciting Opportunity for a Paraplanner at a Dynamic Financial Planning FirmCapio Recruitment Financial Planning is working with a truly independent financial planning firm on an exciting opportunity for an experienced Paraplanner to join their practice in Nottingham. The firm prides themselves on their dynamic approach to financial advice, tailored to their...


  • Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full time

    Exciting Opportunity for a ParaplannerCapio Recruitment Financial Planning is seeking an experienced Paraplanner to join their dynamic team in Nottingham. The ideal candidate will have a strong background in financial planning, excellent technical knowledge, and a passion for delivering high-quality results.About the RoleAs a Paraplanner, you will be...


  • Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full time

    Exciting Opportunity for a ParaplannerCapio Recruitment Financial Planning is seeking an experienced Paraplanner to join their dynamic team in Nottingham. The ideal candidate will have a strong background in financial planning, excellent technical knowledge, and a passion for delivering high-quality results.About the RoleAs a Paraplanner, you will be...

  • Financial Planner

    7 days ago


    Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.Key ResponsibilitiesDevelop and implement financial plans to meet clients' goals and...

  • Financial Planner

    7 days ago


    Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full time

    About the RoleWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we offer a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis.Key ResponsibilitiesDevelop and implement financial plans to meet clients' goals and...


  • Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full time

    Comprehensive Financial Adviser Training ProgramAre you seeking a rewarding career path? At Quilter Financial Planning, we welcome driven and talented individuals from diverse backgrounds who aspire to become financial advisers. This career offers:Flexibility to accommodate family commitments and a healthy work/life balance.Attractive financial rewards, with...


  • Nottingham, Nottingham, United Kingdom Quilter Financial Planning Full time

    Comprehensive Financial Adviser Training ProgramAre you seeking a rewarding career opportunity? At Quilter Financial Planning, we collaborate with motivated and talented individuals from diverse backgrounds who aspire to become financial advisers. This career path offers:Flexibility to balance family commitments and a fulfilling work/life...


  • Nottingham, Nottingham, United Kingdom financial-advisor Full time

    Job Summary:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Goodman Masson. As a Financial Accountant, you will play a critical role in supporting our client's finance team by maintaining robust financial processes, preparing reports, managing payroll, and assisting with audits, budgets, and income tracking.Key...


  • Nottingham, Nottingham, United Kingdom financial-advisor Full time

    Job Summary:We are seeking a highly skilled Financial Planning and Analysis Specialist to join our team at Goodman Masson. As a Financial Accountant, you will play a critical role in supporting our client's finance team by maintaining robust financial processes, preparing reports, managing payroll, and assisting with audits, budgets, and income tracking.Key...


  • Nottingham, Nottingham, United Kingdom Robinson Financial Careers Full time

    {"Job Title": "IFA Career Advancement Opportunity", "Job Description": "At Robinson Financial Careers, we are seeking a highly motivated and experienced IFA to join our team as a Financial Planning Specialist. This is an exciting opportunity to advance your career in a dynamic and growing organization.The successful candidate will be responsible for...


  • Nottingham, Nottingham, United Kingdom Robinson Financial Careers Full time

    {"Job Title": "IFA Career Advancement Opportunity", "Job Description": "At Robinson Financial Careers, we are seeking a highly motivated and experienced IFA to join our team as a Financial Planning Specialist. This is an exciting opportunity to advance your career in a dynamic and growing organization.The successful candidate will be responsible for...


  • Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full time

    Chartered Financial Advisor OpportunityWe are working with a top 100 financial planning firm to find a Chartered Financial Advisor to join their team. The firm is currently in a growth phase and values kindness, collaboration, and professionalism.Key Responsibilities:Maintain and grow a client bank with a focus on pension, IHT, trust, and offshore bond...


  • Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full time

    Chartered Financial Advisor OpportunityWe are working with a top 100 financial planning firm to find a Chartered Financial Advisor to join their team. The firm is currently in a growth phase and values kindness, collaboration, and professionalism.Key Responsibilities:Maintain and grow a client bank with a focus on pension, IHT, trust, and offshore bond...


  • Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full time

    Job Title: Chartered Financial Advisor Location: Nottingham Salary: £60,000 - £80,000 Capio Recruitment Financial Planning is working with a top 100 financial planning firm to find a Chartered Financial Advisor to join their growing team. The firm is currently in a growth phase and prioritizes kindness, collaboration, and professionalism in their...


  • Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full time

    Chartered Financial Advisor OpportunityWe are working with a top 100 financial planning firm to find a Chartered Financial Advisor to join their team. The firm is currently in a growth phase and values kindness, collaboration, and professionalism.This role will provide a client bank to maintain and grow, consisting of pension, IHT, trust, and offshore bond...


  • Nottingham, Nottingham, United Kingdom Capio Recruitment Financial Planning Full time

    Chartered Financial Advisor OpportunityWe are working with a top 100 financial planning firm to find a Chartered Financial Advisor to join their team. The firm is currently in a growth phase and values kindness, collaboration, and professionalism.This role will provide a client bank to maintain and grow, consisting of pension, IHT, trust, and offshore bond...


  • Nottingham, Nottingham, United Kingdom Distinct Recruitment Full time

    Distinct Recruitment is seeking a skilled Paraplanning professional to join our team. As a key member of our admin team, you will work closely with our Financial Planners to advise clients on their financial plans. Your expertise in creating lifetime cashflow forecasts and financial plans will be essential in delivering high-quality services to our...