Financial Planning Specialist

9 hours ago


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

Capio 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 clients' needs.

As a Paraplanner, you will work collaboratively with the firm's financial planners and within the close-knit wealth management team, offering holistic advice to high-net-worth clients. Your day-to-day duties will include producing suitability reports, cash flow modelling, risk profiling, and exposure, while researching further products.

The firm has experienced impressive growth over recent years and is looking for someone to join, embrace the growth, and be part of an industry-leading team.

What Our Client Offers:
  • Hybrid working with flexible hours
  • Competitive salary based on experience
  • A positive team environment with a breadth of support and room to grow
  • Paid for training and qualifications
  • A healthy benefits package, including a generous holiday allowance, online GP, work mobile phone, and attractive pension contribution


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