Financial Planning Assistant
3 weeks ago
We are seeking an experienced Paraplanner to join our team at Capio Recruitment Financial Planning. As a Paraplanner, you will provide technical support to our Advisors and work closely with a dedicated client bank.
Key Responsibilities:
- Write investment strategy documents and suitability letters
- Undertake bespoke research and prepare meeting packs
- Keep product and fund knowledge up to date
Requirements:
- Minimum 2 years experience in Paraplanning
- Working towards or achieved Level 4 Diploma
- Desire to become Chartered
- High level of attention to detail and accuracy in work
- Ability to work under pressure, manage time and prioritise workload
About Us:
Our boutique Chartered Financial Planning firm is based in the South Surrey area and is known for its close-knit and friendly team. We offer great development opportunities, exam support, hybrid working, Employee Assistance Program, a good pension contribution, Death in Service, team socials, and regular team socials.
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Financial Planning Assistant
3 weeks ago
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Financial Planning Assistant
3 weeks ago
Surrey, United Kingdom Search Full timeJob Title: ParaplannerJoin Search, a leading recruitment agency, in our mission to find the best talent for our clients.About the RoleWe are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing exceptional financial planning services to our...
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Surrey, United Kingdom Search Full timeJob Title: ParaplannerJoin Search, a leading recruitment agency, in our mission to connect talented professionals with exciting career opportunities.About the RoleWe are seeking a highly skilled Paraplanner to join our team. As a Paraplanner, you will play a crucial role in assisting our Private Client Financial Planners in providing exceptional financial...
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Senior Financial Planning Manager
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Senior Financial Planning Manager
1 month ago
Surrey, United Kingdom Nigel James Associates Ltd Full timeNigel James Associates Ltd is seeking an accomplished Financial Planning Team Leader to drive new business networking with professional introducers. As a senior person in the business, you will work alongside other managers to help deliver on company-wide objectives. Your expertise will enhance your team's performance and contribute to the overall growth and...
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Financial Planning Team Leader
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