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Financial Planning Assistant

2 months ago

Kettering, Northamptonshire, United Kingdom Capio Recruitment Financial Planning Full time
Financial Planning Role at Capio Recruitment Financial Planning

We are seeking a highly motivated and organized individual to join our team as a Financial Planning Assistant. As a key member of our back-office function, you will be responsible for providing administrative and paraplanning support to our Financial Planners.

About the Role

This is an excellent opportunity for someone looking to develop their career in financial services. You will work closely with our Financial Planners to provide a comprehensive service to our clients, including administrative tasks and paraplanning duties.

Key Responsibilities
  • Provide administrative support to our Financial Planners, including data entry, document preparation, and client communication.
  • Assist with paraplanning duties, including research, data analysis, and report preparation.
  • Develop strong relationships with clients and providers to ensure excellent customer service.
  • Contribute to the development of our team's knowledge and skills through ongoing training and professional development.
Requirements

To be successful in this role, you will need:

R01, CF1, FA1 or equivalent qualifications, with a desire to further your study to obtain the Level 4 Diploma in Financial Planning.Experience of working within a financial services firm, although this is not essential.Excellent communication skills, both written and verbal, as well as strong analytical and numerical skills.Strong attention to detail and numerical ability.

If you are a motivated and organized individual looking to develop your career in financial services, please contact us at Capio Recruitment Financial Planning to discuss this opportunity further.