Aspiring Financial Planning Assistant

4 weeks ago

Nottingham, Nottingham, United Kingdom Capio Recruitment Full time

Salary: £25,000 – 35,000 (Dependent on experience)

An exciting opportunity awaits for a motivated and enthusiastic Junior Paraplanner to join a well-established firm with over two decades of experience in the industry. The company is looking to grow its team of Paraplanners, nurturing talent and paving the way for mutual success.

With multiple locations across the UK, this firm is rapidly expanding its national footprint. They specialize in Financial Planning and Wealth Management services for both individual and corporate clients, ensuring that client satisfaction remains their top priority.

The organization fosters a supportive and collaborative culture, emphasizing teamwork to achieve outstanding results. They are committed to internal talent development and celebrate the achievements of their team members. Their dedication to employee welfare is reflected in their comprehensive benefits package, which includes exam support, an attractive holiday scheme, and regular company events.

Role Overview

The successful candidate will play a crucial role in assisting the Adviser Team with qualifying and processing new business, conducting tax calculations, and performing fund and product research. Additionally, there will be opportunities to participate in client meetings. Responsibilities will also include preparing case files and drafting suitability reports to a high standard.

This position is ideal for an ambitious individual with experience in a Financial Planning or Wealth Management environment, seeking a friendly and supportive workplace to advance their career.

Essential Skills:

  • Experience in Paraplanning within an Independent Financial Advisory or Wealth Management setting is highly desirable.
  • Familiarity with leading research platforms such as FE Analytics and Voyant would be beneficial.
  • Knowledge of the Pension Transfer market is advantageous but not mandatory.
  • Strong communication skills, with the ability to build and maintain professional relationships.
  • Awareness of relevant regulations and legislation.

If you are interested in exploring this opportunity further, please reach out to Capio Recruitment.

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