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Financial Planning Assistant

2 months ago

Bath, Bath and North East Somerset, United Kingdom Capio Recruitment Full time £35,000 - £40,000
About the Role

Capio Recruitment is working with an independent financial planning firm to find a skilled Paraplanner to join their team in a hybrid working environment. The firm prides itself on delivering high-quality services with a client-centric approach, focusing on protection, investments, and pensions.

Key Responsibilities
  • Support financial advisors in providing top-notch financial planning advice and investment solutions to clients.
  • Conduct research and analysis on financial products, prepare suitability reports, and collaborate with financial advisors to deliver exceptional client service.
Requirements
  • Excellent analytical skills and attention to detail.
  • Strong knowledge of financial planning and investment products.
  • Minimum of two years of experience working as a Paraplanner in a financial planning firm.
  • Diploma in Regulated Financial Planning (or working towards).
What We Offer

A competitive salary, hybrid working, and a benefits package including discretionary bonuses and training and development opportunities to help you progress in your career.